Map
Detailed Information
- Place Types Accounting
- Address 1161 Main St Suite 1, Holden, MA 01520, USA
- Coordinate 42.349982,-71.8611925
- Website https://www.edwardjones.com/anne-marie-kelley
- Rating 5
- Compound Code 84XQ+XG Holden, MA, USA
Openning hours
- Monday 9:00 AM – 4:30 PM
- Tuesday 9:00 AM – 4:30 PM
- Wednesday 9:00 AM – 4:30 PM
- Thursday 9:00 AM – 4:30 PM
- Friday 9:00 AM – 4:30 PM
- Saturday Closed
- Sunday Closed
Photos
Reviews
My wife and I were very impressed with Anne Marie and her assistant. They took lots of time to get to know us, find out what we were looking for & what we were comfortable with. she spent as much time as needed explaining our current investments and her recommendations. We feel like we know and understand our investments better than we ever have before. We highly recommend Anne Marie to our friends, family and neighbors.
My wife and I have worked with Herand her team since we moved to MA over five years ago. They helped map out what retirement looked like for us, helped us understand our investments, and have been with us as we’ve navigated health crisis and family changes. I can not recommend a better team to work with you, they really do feel like they are on our team. They are kind and responsive, and we actually look forward to going to appointments. Before covid, they hosted dinners for their clients with market updates and it was nice to have the education, but also to know so many People shared the same experience we did.
i’ve used Her for several years for tax sensitive investment planning and planning for my grandchildren’s education. She and Sheryl are responsive and a pleasure to work with. i have been very happy with their services and always recommend them to my friends and family.
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