SSWBN Featured Business, August 2012
What is your name/position/title, and the name and location of your business?
My name is Cheryle Brady. I am a Financial Advisor with Ameriprise Financial Services, 859 Willard Street, Suite 300, Quincy, MA 02169, just a mile from the South Shore Plaza.
What are the top three things that separate you from your competition?
There are many things that separate me from my business competition
First of all my clients are like family to me. Every client is equally important to me, regardless of the size of their portfolios. Each client has a voice and I listen to what they need and want to achieve. I work with my clients one-to-one, helping them build confidence and plan for their future.
Secondly, I have a straightforward, easy to understand approach to helping clients meet their retirement needs. Through an ongoing relationship with clients, I provide an ear to listen to their dreams, a steady voice, and a clear vision of financial opportunities and pitfalls. That is how I identify and tailor solutions for your specific needs, plan for your dreams, and track progress toward your goals over time.
Lastly, not all financial companies are the same. Ameriprise Financial has a unique approach to financial planning. Ameriprise is America’s leader in financial planning and we’ve helped millions of Americans retire on their terms. For more than 115 years, Ameriprise Financial has been there when our clients need us. Through good times and through tough times, we’ve worked hard for generations of clients. The strength of our commitment is matched only by our strength as a company.
Describe your perfect customer:
My perfect customer is one that understands that solid planning will help them reach their financial goals. Whether it be saving for their children’s education, protecting their families against life’s uncertainty, or helping people secure a confident retirement, they understand the importance that planning has in impacting their future.
If I was not helping clients with their financial goals, what would I be doing?
If I was not working for Ameriprise Financial I would be involved in some type of fundraising capacity for a local charity. I would love to give back to the community and connect with people on a personal level. I would also like to get more involved in animal rescue and would love to work with Pugs. Three years ago I adopted my Pug, Eddie, a rescue dog from Tennessee.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Do you want you and your business to be featured in this column? It is a great way for people to get to "know" you on a whole different level! Call Katie at 781-696-9901 for more information!