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 services does Blue Cardinal Wealth Solutions offer?
Blue Cardinal Wealth Solutions offers a range of financial services including retirement planning strategies, estate planning, tax planning, wealth preservation, investments, insurance, and specialized financial strategies for women and LGBTQ couples and families.
Where is Blue Cardinal Wealth Solutions located?
The business is located at 13830 Ballantyne Corporate Pl, Ste 200, Charlotte, NC 28277, USA.
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 via phone at +1 704-972-2347 or email at erin.ford@ampf.com.
Does Blue Cardinal Wealth Solutions offer online appointments?
Yes, they offer online appointments and also have onsite services available.
Is Blue Cardinal Wealth Solutions a Black-owned business?
No, Blue Cardinal Wealth Solutions is not a Black-owned business.
How can I find more information about Blue Cardinal Wealth Solutions' credentials?
More information is available at FINRA's BrokerCheck website using the link provided on their profile.
What nearby insurance agencies can I visit around Blue Cardinal Wealth Solutions?
Nearby insurance agencies include Ronald Hedd at Comparion Insurance Agency, Parker Hoffler at Comparion Insurance Agency, Justin Brown at Comparion Insurance Agency, Liberty Mutual Insurance, Nicholas Reynolds, Shannon Blackburn - Liberty Mutual Insurance Agent, Greyson McBride at Comparion Insurance Agency, Helmsman Insurance Agency, Ryan Perry, Keith Canton, Comparion Insurance Agency, Alex Lilling, Lisa McGee, and Michael McCauley.
Are there any mortgage lenders near Blue Cardinal Wealth Solutions?
Yes, nearby mortgage lenders include Stacey Duncan, Shannon Smith - CMG Home Loans, Summit Funding Inc., and Alyssa Meyer - CMG Home Loans.
What other financial service providers are near Blue Cardinal Wealth Solutions?
Nearby financial service providers include Jason Wilson, Noble Rock Wealth Management, Daniel Hanvey, Joe Summerville, Retirement Direction Group, Dory Hux, Richard Bean, and Ameriprise Financial Services LLC.