Jefferson A. Correia, CFP

Jefferson A. Correia, CFP Financial Advisor at Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

What you can expect when you work with me
My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, prog

ress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of focus
Retirement Planning Strategies
Investments
Estate Planning Strategies
Wealth Preservation Strategies
Insurance
Saving for Education
Domestic Partner Planning
Small Business

Working Together

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect

Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/13/2026
Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

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.

08/10/2026

What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Address

400 TradeCenter Ste 5900
Woburn, MA
01801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm

Telephone

+17815695899

Website

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