At Cordian Wealth, 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.
What services does Cordian Wealth - Ameriprise Financial Services, LLC offer?
Cordian Wealth offers a range of financial services including estate planning, investment management, retirement planning, tax strategies, charitable giving, insurance, and small business financial advice.
Where is Cordian Wealth - Ameriprise Financial Services, LLC located?
Cordian Wealth is located at 8832 Blakeney Professional Dr, Ste 302, Charlotte, NC 28277, United States.
What are the business hours for Cordian Wealth?
Cordian Wealth is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Cordian Wealth for a consultation?
You can call Cordian Wealth at +1 704-944-2060 or email james.2.rice@ampf.com. You can also request an appointment via their contact page.
Does Cordian Wealth offer online appointments?
Yes, Cordian Wealth offers online appointments as well as onsite services.
Is Cordian Wealth a Black-owned business?
No, Cordian Wealth is not a Black-owned business.
Are there other financial advisors near Cordian Wealth in Charlotte?
Yes, nearby financial advisors include Jim Rice - Private Wealth Advisor, Meghanne Svatos - Financial Advisor, Mark Antonich, and Davis Williams Wealth Management, all part of Ameriprise Financial Services or related advisors.
What insurance agencies are located near Cordian Wealth?
Nearby insurance agencies include Nationwide Mutual Insurance Company and Pruitt Keener Insurance, which may offer complementary services to clients.
What healthcare services are near Cordian Wealth that clients might find useful?
Clients can find nearby health services such as Ellie Mental Health, Weddington Chiropractic Wellness Center, Optimal Bio BHRT, and South Charlotte Rheumatology for various medical and wellness needs.
Are there other related financial or mortgage services nearby Cordian Wealth?
Yes, nearby related services include the mortgage brokers Amy M Hilderbrand, Kenneth Land with Fairway Independent Mortgage Corporation, and Fairway Mortgage Carolinas to assist with home financing needs.