Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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, Rich Keelty 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
Rich Keelty - Financial Advisor, Ameriprise Financial Services, LLC
4521 Sharon Rd, Charlotte, NC
28211, United States
Hours
Frequently Asked Questions About Rich Keelty - Financial Advisor, Ameriprise Financial Services, LLC
What services does Rich Keelty offer as a financial advisor?
Rich Keelty provides financial planning, retirement and intergenerational planning, investment management, wealth preservation strategies, insurance, and education savings advice.
Where is Rich Keelty's office located?
The office is located at 4521 Sharon Rd, Ste 300, Charlotte, NC 28211, USA.
What are the office hours for Rich Keelty's financial advisory services?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Rich Keelty to schedule a financial consultation?
You can contact Rich Keelty by phone at +1 704-972-2350 or email Richard.Keelty@ampf.com. Online appointments can also be scheduled via the provided reservation URL.
Does Rich Keelty offer online appointments?
Yes, online appointments are available for client convenience.
What affiliations does Rich Keelty have?
Rich Keelty is associated with the MBA (Master of Business Administration).
Which nearby financial advisory firms are located close to Rich Keelty's office?
Nearby financial advisory services include Bret Urbanski - Ameriprise Financial Services, J Chris Bryant - Ameriprise Financial Services, Meredith McCanless Teden - Ameriprise Financial Services, and several others located in the vicinity.
Are there legal service providers near Rich Keelty's office?
Yes, Erwin, Bishop, Capitano & Moss, P.A. is a legal services provider located nearby, which could assist clients needing legal advice related to financial planning.
What dining options are available near Rich Keelty's office for clients visiting the area?
Clients can visit nearby dining venues such as Zebra Restaurant & Wine Bar, a French restaurant, for a meal before or after their appointment.
Are there any notable businesses nearby that clients might find interesting?
Yes, nearby businesses include RumbleON (a motorcycle and car dealer), Diamonds Direct (a jewelry and bridal shop), and Devry University (a local college), offering diverse opportunities for clients in the area.