At Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Charlotte, NC area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC
Frequently Asked Questions About Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC
What is Blue Cardinal Wealth Solutions and what services do they offer?
Blue Cardinal Wealth Solutions is a private wealth advisory practice of Ameriprise Financial Services, LLC, offering services such as retirement planning, estate planning, tax strategies, investments, and financial strategies for diverse clients.
Where is Blue Cardinal Wealth Solutions located?
They are located at 4521 Sharon Rd, Ste 300, Charlotte, NC 28211, United States.
What are the office hours of Blue Cardinal Wealth Solutions?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Blue Cardinal Wealth Solutions?
You can contact them by phone at +1 704-972-2347 or email erin.ford@ampf.com.
Does Blue Cardinal Wealth Solutions offer online or onsite appointments?
Yes, they offer both online and onsite appointment services.
How can I schedule a consultation with Blue Cardinal Wealth Solutions?
You can schedule a consultation by visiting their reservation page at https://www.ameripriseadvisors.com/team/blue-cardinal-wealth-solutions/contact.
Are there any legal services nearby that could complement financial advice?
Yes, the legal firm Erwin, Bishop, Capitano & Moss, P.A. is nearby and can assist with legal matters related to estate or financial planning.
What other financial advisory services are located near Blue Cardinal Wealth Solutions?
Nearby financial advisory services include J Chris Bryant, Bret Urbanski, Meredith McCanless Teden, Josh Patterson, and others affiliated with Ameriprise Financial Services.
Are there any notable places to visit near Blue Cardinal Wealth Solutions?
Customers might enjoy visiting Zebra Restaurant & Wine Bar, a nearby French restaurant, or Pivotal Fitness for fitness and sports activities, both conveniently close to the office.
Where can I verify the credentials and background of Blue Cardinal Wealth Solutions' advisors?
More information is available at FINRA's BrokerCheck website, which provides detailed broker and advisor background information.