R. Miller & Associates

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R. Miller & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC At R.

Miller & Associates, we do more than plan for your future - we are committed to being a part of it. Through our ongoing guidance and resources, our team helps you navigate complexity throughout your entire financial journey and is with you every step of the way. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

When it comes to protecting your information, if something does not feel right, trust your instincts. ๐Ÿ”Many of today's s...
10/23/2026

When it comes to protecting your information, if something does not feel right, trust your instincts. ๐Ÿ”

Many of today's scams are designed to look legitimate, making them harder to recognize than ever before. From convincing text messages to AI-powered impersonation tactics, understanding the warning signs can help you stay one step ahead.

Read our article to learn what to watch for and remember to share this information with those you care about. โคต๏ธ

๐Ÿ”— https://bit.ly/3UcVaom

Stay ahead of bad actors by learning how to spot the top threats of 2026.

Please join us in ๐Ÿ‘ congratulating ๐Ÿ‘ Victoria Schultz as we celebrate her 1st year with our team! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰
10/22/2026

Please join us in ๐Ÿ‘ congratulating ๐Ÿ‘ Victoria Schultz as we celebrate her 1st year with our team! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰

Happy National Retirement Security Week!Some of the biggest retirement surprises we've noticed from those we partner wit...
10/19/2026

Happy National Retirement Security Week!

Some of the biggest retirement surprises we've noticed from those we partner with start with assumptions they never thought to question. Our latest article explores seven common retirement myths that may change the way you think about the years ahead.

Read on by clicking the link below! โฌ‡๏ธ
๐Ÿ”—

Debunk these common misunderstandings and explore the realities of saving for retirement.

Please join us in ๐Ÿ‘ congratulating ๐Ÿ‘ Will Corby as we celebrate his 1st year with our team! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰
10/16/2026

Please join us in ๐Ÿ‘ congratulating ๐Ÿ‘ Will Corby as we celebrate his 1st year with our team! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰

๐Ÿ“ฃ Medicare open enrollment has officially begun! If you are sorting through coverage choices, confusing deadlines, or co...
10/15/2026

๐Ÿ“ฃ Medicare open enrollment has officially begun!

If you are sorting through coverage choices, confusing deadlines, or concerns about costs, you do not have to navigate it alone.

Join Amanda Willey, Private Wealth Advisor, for a complimentary Medicare education event designed to help you better understand your options.

Register here: ๐Ÿ”— https://bit.ly/4yVWtag

๐Ÿ“… Tuesday, October 20, 2026
๐Ÿ•– 7:00 PM EDT
๐Ÿ“ Lexington Community Center, 39 Marrett Road, Lexington, MA, 02421

Canโ€™t make it? Connect with our team for additional support options!

Register now for Five things to know about Medicare, an event hosted by Ameriprise Financial advisor Amanda Willey.

Please join us in ๐Ÿ‘ congratulating ๐Ÿ‘ Gina Palumbo as we celebrate her 5th year with our team! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰
10/13/2026

Please join us in ๐Ÿ‘ congratulating ๐Ÿ‘ Gina Palumbo as we celebrate her 5th year with our team! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰

October = National Financial Planning Month, a great reminder to check in on your finances and make sure you are still o...
10/12/2026

October = National Financial Planning Month, a great reminder to check in on your finances and make sure you are still on track toward your goals. Need a place to start? Check out our latest article. ๐Ÿ‘‡

๐Ÿ”—

Review your financial situation regularly to help monitor progress and stay on track for your goals.

Congratulations ๐ŸŽ‰ to our most recent intern-turned-full-time team member, Anna Sullivan!Last year, Anna joined our team ...
10/10/2026

Congratulations ๐ŸŽ‰ to our most recent intern-turned-full-time team member, Anna Sullivan!

Last year, Anna joined our team as an intern and since then, she has been doing amazing work - So we were all excited when she accepted a full-time position with our team. We look forward to the impact she will continue to make in her dual role as Marketing Coordinator and Client Service Coordinator.

Anna, we are so happy you joined our team, congrats again! ๐ŸŽ‰๐Ÿฅณ๐ŸŽ‰

Medicare decisions can feel overwhelming, but you do not have to navigate them alone.Join us for an in person, complimen...
10/09/2026

Medicare decisions can feel overwhelming, but you do not have to navigate them alone.

Join us for an in person, complimentary session centered on Medicare enrollment, important deadlines, coverage considerations, and health care costs in retirement.

Whether you are new to Medicare or reviewing your current coverage, this event can help you better understand your options and make informed choices.

๐Ÿ“… October 20, 2026
๐Ÿ•– 7:00 PM EDT
๐Ÿ“ Lexington Community Center, Lexington, MA
๐ŸŽค Presented by Amanda Willey, Private Wealth Advisor

To reserve your seat, register using the link below. ๐Ÿ‘‡
๐Ÿ”— https://bit.ly/4B0aBAL

Register now for Five things to know about Medicare, an event hosted by Ameriprise Financial advisor Amanda Willey.

๐ŸŽ‰ Congratulations ๐ŸŽ‰to Joe Gonthier on earning the Accredited Portfolio Management Advisor (APMAยฎ) designation!This accom...
10/08/2026

๐ŸŽ‰ Congratulations ๐ŸŽ‰to Joe Gonthier on earning the Accredited Portfolio Management Advisor (APMAยฎ) designation!

This accomplishment reflects a commitment to continued learning, professional growth, and providing thoughtful guidance to the individuals and families we serve.

Please join us in celebrating Joe on this achievement and career milestone. ๐Ÿ‘

Address

36 Washington Street, Suite 140
Wellesley, MA
02481

Opening Hours

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

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