Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC - Latham, New York

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In the world of financial planning, expertise and tailored advice can make a significant difference in achieving one's long-term financial goals. For individuals seeking professional guidance from a reputable firm, Douglas Kelly, a Financial Advisor affiliated with Ameriprise Financial Services, LLC, stands as a notable option. Based in the vicinity of Latham, New York, Mr. Kelly operates his financial advisory practice, offering a range of services designed to assist clients in navigating their financial journey.

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Douglas Kelly: A Financial Advisor Profile

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Douglas Kelly is identified primarily as a Financial Advisor within the network of Ameriprise Financial Services, LLC. His professional designation places him at the forefront of helping individuals manage their finances effectively. His role encompasses a variety of financial advisory services, positioning him as a resource for those looking for financial planning, financial consultation, and comprehensive investment management. While specific credentials or licenses (like Series 65/66 or CFA) aren't explicitly listed in the provided data, his designation signifies a foundational level of expertise and commitment to the financial industry.

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Location and Accessibility

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Mr. Kelly's office is conveniently located at 1205 Troy-Schenectady Road, Suite 103, Latham, NY 12110. This address places his financial advisory services within the Latham area, potentially serving clients residing in Latham and surrounding communities in New York State. The physical accessibility of his office is a practical consideration for clients who visit in person. The provided information highlights that the location features a wheelchair-accessible car park and a wheelchair-accessible toilet, ensuring that his services are accessible to clients with diverse mobility needs. Standard amenities like a regular toilet are also available. These details underscore a consideration for inclusivity, allowing clients to engage comfortably and directly.

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Services and Specialties

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Douglas Kelly's professional focus is clearly defined by his specialties: Financial Planner, Financial Consultant, and Investment Service. These roles are interconnected and form the core of the services offered:

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• Financial Planner: In this capacity, Mr. Kelly likely provides comprehensive financial planning services. This involves assessing a client's current financial situation, understanding their future aspirations, risk tolerance, and time horizon, and then crafting a personalized roadmap to help them achieve those goals. This holistic approach often includes budgeting, saving, investing, retirement planning, insurance review, and estate planning considerations.

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• Financial Consultant: As a consultant, his focus may be more advisory in nature, offering expert guidance and recommendations based on market conditions and the client's specific circumstances. He acts as a trusted advisor, helping clients make informed decisions about their money.

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• Investment Service: This aspect of his practice directly addresses the management and growth of clients' investment portfolios. Mr. Kelly would likely analyze various investment options—such as stocks, bonds, mutual funds, and other alternative investments—constructing diversified portfolios tailored to individual risk profiles and objectives. He would also provide ongoing monitoring and adjustments as needed.

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It's important to note that while the specific investment strategies or products recommended by Mr. Kelly aren't described in the available data, his role as an investment advisor implies a focus on market analysis, asset allocation, and wealth management principles. Clients seeking investment advice would look to his expertise in analyzing market trends and selecting appropriate financial instruments.

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Contact Information and Online Presence

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For those interested in learning more or scheduling a conversation, Douglas Kelly provides several points of contact:

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The primary method for direct communication is telephone, reachable at 518-464-4401. This direct line allows potential clients to inquire about his services, experience, or to arrange a consultation. Alternatively, individuals can explore his professional background and offerings through the online presence provided by his employing firm, Ameriprise Financial Services, LLC. The specific page dedicated to Mr. Kelly can be accessed via the link: https://www.ameripriseadvisors.com/team/three-buckets-wealth-management/financial-advice-team/Douglas-Kelly\". This webpage typically contains more detailed information about his professional experience, educational background, and potentially client testimonials, although the scope of available details might be limited.

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Client Experience and Recommendations

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When considering engaging the services of any financial advisor, understanding potential client experiences is crucial. Mr. Kelly's practice falls within the broader network of Ameriprise Financial Services, a large, established financial services firm known for its comprehensive offerings. While the provided data does not include direct client testimonials or reviews specific to Mr. Kelly or his Latham office, the firm itself may have a reputation for service quality. It's always advisable for prospective clients to conduct their own due diligence, which may include speaking with Mr. Kelly directly, reviewing the firm's overall client satisfaction metrics, or seeking referrals.

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One significant point for potential clients to consider is the recommendation for appointments. The information indicates that appointments are recommended to see Douglas Kelly. This suggests that his services are likely tailored and require dedicated time for in-depth discussion and planning. Clients are encouraged to schedule a meeting, whether virtual or in person, to discuss their financial needs thoroughly. This approach ensures that the advisor can provide focused attention to each client's unique situation.

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While the average opinion rating for Mr. Kelly, based on the provided data, is 0/5 and there are 0 reviews on Google My Business, it's essential to interpret this information with caution. A lack of reviews can stem from various reasons, including a newer practice, limited visibility online, or simply not being actively reviewed by clients. Many clients may prefer to discuss their experiences directly with the advisor or through more formal channels rather than public review platforms. Furthermore, the rating and reviews might specifically relate to the Latham office or Mr. Kelly's practice within the three-bucket wealth management team. Prospective clients should prioritize direct communication and personal consultation over relying solely on the absence of online reviews.

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Choosing the Right Financial Advisor: Key Considerations

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For individuals exploring financial advisory services, Douglas Kelly represents one potential avenue. When evaluating financial advisors, several factors should be considered beyond the basic information provided. Understanding the advisor's specific qualifications (beyond just being a Financial Advisor), their investment philosophy, fee structure, and alignment with one's own financial goals is paramount. Ameriprise Financial Services, LLC, as the employing entity, offers a structured environment and resources, which can be a benefit for clients seeking stability and a broad range of services.

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The wheelchair accessibility features noted at the physical office location demonstrate a practical consideration for client comfort, which can be an important factor for those who prefer or require in-person meetings. The recommendation for appointments underscores the need for thorough planning sessions, indicating that Mr. Kelly likely focuses on providing substantive financial guidance rather than brief encounters.

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In conclusion, Douglas Kelly, a Financial Advisor with Ameriprise Financial Services, LLC, offers professional financial planning, consultation, and investment services centered around the client's needs. His location in Latham, NY, provides a physical hub for those clients in the area, complete with accessibility features. While direct client testimonials are not available through the provided data, individuals interested can contact him directly via phone or through the firm's website to learn more, schedule a meeting, and determine if his expertise aligns with their financial objectives. Engaging in a preliminary conversation is always the best way to assess if an advisor is the right fit for one's financial journey.

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"summary": "Douglas Kelly is a Financial Advisor at Ameriprise offering planning, consulting, and investment services in Latham, NY. Appointments are recommended; online reviews are unavailable.",
"keywords": ["Financial Advisor", "Douglas Kelly", "Ameriprise Financial", "Financial Planning", "Investment Service", "Financial Consultant", "Latham NY", "Wheelchair Accessible"],
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