Ameriprise Financial Services, Inc. of South Hadley Relocates, Changes Name, Expands Team

Practice now located at 551 Newton St.

SOUTH HADLEY—Stephen R. Duval, a private wealth advisor with Ameriprise Financial Services, Inc., recently announced he has moved his practice to a new location at 551 Newton St. and changed its name to the Summit House Wealth Partners. Duval has also expanded his team of financial advisors by one.

A Certified Financial Planner^®, Duval moved his office in June from 130 College St., and colleague Justin Osowiecki, a financial advisor, made the transition with him. At the same time, Duval partnered with Edward Boscher, who is also now serving clients as a Summit House Wealth Partners financial advisor.

The team will hold an open house for the public at the new Newton Street office on Thursday, Sept. 21 from 2-7 p.m.

Duval holds a bachelor’s degree from the University of Massachusetts in business administration and is a graduate of the College for Financial Planning. He has been with Ameriprise for 25 years. A native of South Hadley, he lives in Northampton with his wife, Kimberly, and he is very active as a fundraiser for the National Multiple Sclerosis Society.

Boscher also is a Certified Financial Planner^® and a Certified Investment Management Analyst^®. He has spent much of his career working with Voya Investment Management out of its Windsor, Conn., office. Boscher holds a bachelor’s degree in business management from Westfield State University. He lives in Belchertown and sits on the Belchertown Finance Committee.

Boscher made the transition to Summit House Wealth Partners “to put my 23-plus years of asset management experience to work for people around here, because I live here,” he said.

Duval’s practice is an Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products.

For more information, or for details on upcoming workshops—on topics ranging from social security to identify theft to retirement planning—call 413-540-0196.