The Woerdeman Financial Group

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The Woerdeman Financial Group A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

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10/17/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

A change of scenery and time to focus on the big picture. Our leadership team headed to Portsmouth for our annual two-da...
10/15/2026

A change of scenery and time to focus on the big picture. Our leadership team headed to Portsmouth for our annual two-day offsite, working through challenges, sharing ideas, and setting priorities for the year ahead.

Taking this time together helps us return with clearer direction and a shared focus on supporting our team and serving our clients. A little time to enjoy Portsmouth was a bonus!

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/05/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

Happy Birthday to Kate Corry! 🎉Please join us in wishing Kate a very happy birthday! There are so many things behind the...
10/03/2026

Happy Birthday to Kate Corry! 🎉

Please join us in wishing Kate a very happy birthday! There are so many things behind the scenes each day that simply wouldn't get done without Kate. Her hard work, attention to detail and wiliness to always jump in wherever needed make such a difference to our team and clients.

We're incredibly grateful for everything you do, Kate! We hope you have a wonderful birthday and year ahead!

Today we're celebrating 2 years since Geoff joined The Woerdeman Financial Group! Over the past two years Geoff has beco...
10/02/2026

Today we're celebrating 2 years since Geoff joined The Woerdeman Financial Group! Over the past two years Geoff has become an integral part of our team, bringing his experience, dedication and commitment to helping our clients reach their financial goals.

We're grateful to have you on the team, Geoff, and look forward to many more years ahead. Please join us in congratulating Geoff on two years with WFG!

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/01/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

The Woerdeman Financial Group is proud to be an annual banquet sponsor of the St. George Greek Orthodox Church golf tour...
09/29/2026

The Woerdeman Financial Group is proud to be an annual banquet sponsor of the St. George Greek Orthodox Church golf tournament. Jay and Justin were happy to hit the links again this year in support of this wonderful event and the Cape Cod Times Neighbors Fund. They’re already looking forward to next year!

A special congratulations to Jay for taking home the Closest to the Pin honors!

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/27/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Happy Birthday to Lauren Scopa!We are truly blessed to know Lauren and have her as a member of our team. Whether she's g...
09/25/2026

Happy Birthday to Lauren Scopa!

We are truly blessed to know Lauren and have her as a member of our team. Whether she's greeting clients at the door, coordinating schedules, supporting our advisors and team, or tackling whatever comes her way that day, we can always count on her to jump in and get it done.

Beyond everything she does for the practice, Lauren brings a great sense of humor and energy to the office. We hope you have the best birthday, Lauren, and an amazing year ahead!

Address

431 Country Club Way
Kingston, MA
02364

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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