Crestpoint Financial Group

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Crestpoint Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC

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We have an important October question for our New England neighbors: Which fall tradition deserves top billing?A. Leaf-p...
10/26/2026

We have an important October question for our New England neighbors: Which fall tradition deserves top billing?

A. Leaf-peeping
B. C***r doughnuts
C. The first fire of the season
D. A big pot of chili
E. Something we missed

There are no wrong answers, although we suspect people may have strong opinions about the doughnuts.

10/23/2026

Today is Joanne’s birthday! Please join us in wishing her a wonderful day and a year filled with happiness, good health and plenty of reasons to celebrate.

For contractors and small-business owners, a calmer January can begin with three folders in October:- Work that is still...
10/22/2026

For contractors and small-business owners, a calmer January can begin with three folders in October:

- Work that is still open
- Equipment, vehicle and major-purchase records
- Contracts, subscriptions and insurance policies renewing soon

Caitlin understands that business decisions and personal financial decisions often land on the same desk. A simple year-end organization session can reveal what needs attention before the calendar gets crowded.

What is the one business task you would be relieved to finish before December?

https://bit.ly/3WkYq1t

Dave’s engineering background offers a useful lens for a major financial decision:What assumptions are we making?Which v...
10/20/2026

Dave’s engineering background offers a useful lens for a major financial decision:

What assumptions are we making?
Which variables could change?
Where do we need a backup plan?

Whether the decision involves a retirement date, a move or a career transition, writing down those answers can make the trade-offs easier to see.

Dave brings that structured way of thinking to the Crestpoint team.

https://bit.ly/4ywQzLM

Medicare Open Enrollment begins today. Before comparing options, gather four things:- Your current medications- The doct...
10/15/2026

Medicare Open Enrollment begins today. Before comparing options, gather four things:

- Your current medications
- The doctors and pharmacies you prefer
- Your current plan’s Annual Notice of Change
- A list of the benefits you used this year

Having the details in one place can make the review less overwhelming and help you ask better questions before the Dec. 7 deadline.
https://bit.ly/3U61EFt

Proud to be part of a firm recognized among the best.Ameriprise Financial was named one of TIME’s America’s Best Compani...
10/14/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/13/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

Caitlin and her family made the most of a beautiful fall day with a little apple picking and sunflower picking. There’s ...
10/11/2026

Caitlin and her family made the most of a beautiful fall day with a little apple picking and sunflower picking.

There’s nothing better than getting outside, enjoying the season and making memories together.

We love seeing how our team spends time away from the office and soaking up everything fall has to offer.

There’s something about a fall sunset that makes you want to slow down for a minute and take it all in. As the days get ...
10/10/2026

There’s something about a fall sunset that makes you want to slow down for a minute and take it all in.

As the days get shorter and the colors get a little richer, we’re reminded to enjoy the simple moments when we can.

Here’s to crisp evenings, beautiful skies and making time to appreciate the season while it lasts.

Some of the most useful family conversations begin before anyone opens a folder of legal documents.What matters most to ...
10/09/2026

Some of the most useful family conversations begin before anyone opens a folder of legal documents.

What matters most to you? Who should know where important information is kept? If someone had to step in unexpectedly, what would you want them to understand?

A relaxed meal can be an easier place to begin than a conference room. You do not need to solve everything in one evening. The first goal is simply to make the next conversation easier.
https://bit.ly/4dwk9cD

Address

Worcester, MA

Opening Hours

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

Telephone

+15087960083

Website

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