Business Details
About
Financial Planning
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 Charlotte, NC area, Bill McDonald 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Bill McDonald - Financial Advisor, Ameriprise Financial Services, LLC
13830 Ballantyne Corporate Pl, Charlotte, NC
28277, United States
Hours
Frequently Asked Questions About Bill McDonald - Financial Advisor, Ameriprise Financial Services, LLC
Who is Bill McDonald and what services does he offer?
Bill McDonald is a financial advisor with Ameriprise Financial Services serving clients in Charlotte, NC. He specializes in retirement income strategies, cash flow management, and investments to help clients achieve their financial goals.
What are the office hours for Bill McDonald's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Bill McDonald’s office located?
His office is located at 13830 Ballantyne Corporate Pl, Ste 200, Charlotte, NC 28277, USA.
Can I book an appointment online with Bill McDonald?
Yes, online appointment reservations are available through the provided reservation URL.
Does Bill McDonald offer in-person consultations?
Yes, in-person consultations are available at his office.
How can I contact Bill McDonald via email or phone?
You can reach Bill McDonald by email at Bill.McDonald@ampf.com or by phone at +1 704-916-6899.
Are there other financial advisors near Bill McDonald's office?
Yes, nearby financial advisors include Joe Summerville, Jason Wilson, Richard Bean, Dory Hux, Daniel Hanvey, and others from Ameriprise Financial Services LLC.
What insurance agencies are close to Bill McDonald's office?
Nearby insurance agencies include Justin Brown at Comparion Insurance Agency, Shannon Blackburn with Liberty Mutual, Greyson McBride, Ronald Hedd, Parker Hoffler at Comparion Insurance Agency, and others.
Are there mortgage lenders near Bill McDonald's office that I could consider?
Yes, nearby mortgage lenders include Summit Funding Inc., Stacey Duncan, Alyssa Meyer at CMG Home Loans, and Shannon Smith at CMG Home Loans.
What local parks or recreational spots are near Bill McDonald's office for clients to visit?
Clients can visit nearby parks such as Kid Pond and Patrick Park, which are great for relaxation before or after a consultation.