Ameriprise Financial - Margaret Kelleher
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Margaret Kelleher, an experienced financial advisor in Matawan, NJ, offers personalized financial advice to help clients achieve their financial goals. With a diverse range of certifications, including Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP), she is well-equipped to address various financial needs, from investment strategies to estate planning.
Her advisory services encompass a comprehensive understanding of asset management, retirement planning, and wealth transfer strategies, ensuring tailored solutions for individuals and families. Margaret's commitment to ethical practices and ongoing education underscores her dedication to providing high-quality financial guidance.
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