Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Michael Perez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Michael Perez and what services does he offer?
Michael Perez is a Private Wealth Advisor with Ameriprise Financial Services, LLC, offering services such as retirement planning, investment management, wealth preservation, social security benefits advice, tax and estate planning, and financial strategies focused on families and women.
Where is Michael Perez's office located?
Michael Perez's office is located at 3490 Piedmont Rd NE, Ste 1005, Atlanta, GA 30305, USA.
How can I contact Michael Perez's office for an appointment?
You can contact Michael Perez by phone at +1 404-464-7150, via email at michael.a.perez@ampf.com, or by booking through his online reservation link provided on his website.
Does Michael Perez offer online appointments or onsite services?
Yes, Michael Perez offers both online appointments and onsite services.
What professional association is Michael Perez affiliated with?
Michael Perez is affiliated with the Certified Financial Planner (CFP) association.
What languages does Michael Perez speak during consultations?
Michael Perez speaks English.
Can I find other financial advisors near Michael Perez's office?
Yes, nearby financial advising and investing professionals include Manka Kaur and Windsor Oak Wealth Management, which could be options for additional financial advice in the Atlanta area.
What nearby legal services are available close to Michael Perez's office?
Several nearby legal service providers include Findling Law Firm, Mitchell & Shapiro LLP, Naggiar & Sarif, Shiver Hamilton, Killeen John H, Stuart M Neiman Attorney at Law, Webb, Zschunke, Neary, & Dikeman, and Winter Capriola Zenner.
Are there nearby banking or mortgage services close to Michael Perez's office?
Yes, nearby banking and mortgage services include Ameris Bank, Jorge Villarreal - Ameris Bank Mortgage, MPTC Lending, First Community Mortgage, Michelle Janicki, Jake McPherson, Stephen Mearman, and Brook Benton.
Is there a place to grab a coffee near Michael Perez's office?
Yes, Centre Cafe is a nearby cafe where you can enjoy coffee before or after your financial consultation.