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, Jim Rice 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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Jim Rice - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jim Rice - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Jim Rice and what services does he provide?
Jim Rice is a Private Wealth Advisor with Ameriprise Financial Services, LLC in Charlotte, NC, offering financial planning including retirement, wealth preservation, and estate planning strategies.
How can I contact Jim Rice for financial advisory services?
You can contact Jim Rice via phone at +1 704-944-2060 or email at james.2.rice@ampf.com.
Where is Jim Rice's office located?
The office is at 8832 Blakeney Professional Dr, Ste 302, Charlotte, NC 28277, USA.
Does Jim Rice offer online appointments?
Yes, Jim Rice offers online appointments as well as onsite services.
What financial planning certifications does Jim Rice hold?
Jim Rice is associated with the Certified Financial Planner (CFP) designation.
What types of financial specialties does Jim Rice provide?
Jim Rice specializes in investment management, tax planning, retirement income strategies, executive compensation, charitable giving, and more.
What nearby businesses could clients visit before or after meeting Jim Rice?
Nearby are financial services like Meghanne Svatos - Financial Advisor and Mark Antonich - Ameriprise Financial Services, as well as insurance agencies like Nationwide Mutual Insurance Company and Pruitt Keener Insurance.
Are there any health and wellness centers near Jim Rice's office?
Yes, nearby health options include Weddington Chiropractic Wellness Center, Optimal Bio BHRT, Ellie Mental Health, and Synthesis Physical Therapy.
What educational centers are close to Jim Rice's location?
Eye Level and Enopi of Charlotte are tutoring centers near Jim Rice's office, useful for clients with educational needs for children.
Where can I find more information about Jim Rice's credentials?
More information is available at FINRA's BrokerCheck website linked in the featured message.