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, Tommy Truman 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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Tommy Truman - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Tommy Truman - Financial Advisor, Ameriprise Financial Services, LLC
What financial services does Tommy Truman offer?
Tommy Truman provides services including investment management, estate planning, wealth preservation, retirement planning, business retirement plans, and financial strategies for LGBTQ couples and families.
Where is Tommy Truman's office located?
The office is located at 4521 Sharon Rd, Ste 300, Charlotte, NC 28211, USA.
What are the working hours for Tommy Truman's financial advisory service?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Does Tommy Truman offer online appointments?
Yes, online appointments are available along with onsite services.
What languages are spoken at Tommy Truman's office?
Services are provided in English.
How can I contact Tommy Truman?
You can reach Tommy Truman by phone at +1 704-916-6939 or email at Tommy.Truman@ampf.com.
Is Tommy Truman affiliated with any social media platforms?
Yes, Tommy Truman is active on Facebook at BlueCardinalWealthSolutions and on Instagram as blue_cardinalwealthsolutions.
What nearby financial services can I find around Tommy Truman's office?
Nearby financial services include Bret Urbanski - Ameriprise Financial Services, J Chris Bryant - Ameriprise Financial Services, Meredith McCanless Teden - Ameriprise Financial Services, and Wealth Enhancement Group providing tax services.
Are there any nearby dining options to visit before or after an appointment?
Yes, Zebra Restaurant & Wine Bar, a French restaurant, is nearby for dining before or after your visit.
What nearby attractions or businesses can I explore around the office?
Nearby places include The Wall Street Capitol Building, Devry University, and Pivotal Fitness gym, offering opportunities for business, education, and fitness activities nearby.