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Financial Consultation

Every Thursday at 1:00pm-4:30pm

Next Meeting: Thursday, September 21, 2017 at 1:00pm


Local firm BARRETT-JOHNSON & ASSOCIATES, a private wealth advisory practice of Ameriprise Financial Services, Inc., offers a free and confidential one-hour financial consultation. This can cover investments, tax planning, estate planning, or advice on other financial matters.

Counseling is offered on Thursdays from 1:00 to 4:30 p.m. at the Senior Center by appointment only with Kimberlee Barrett-Johnson, CFP; David Barrett-Johnson, CFP®, ChFC®; or Associate Financial Advisor Charlie Mas. To arrange your appointment, you may either write to Kimberlee’s .(JavaScript must be enabled to view this email address) or call the front desk at 434.974.7756.

Members only.

Senior Center

Fee: free