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 Durham, NC area, Paul Terrey 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
Paul Terrey - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Paul Terrey - Financial Advisor, Ameriprise Financial Services, LLC
What services does Paul Terrey - Financial Advisor provide?
Paul Terrey offers financial planning, investment management, retirement planning, education savings, estate planning, insurance, and wealth preservation strategies.
Where is Paul Terrey - Financial Advisor located?
The office is located at 1415 W NC Hwy 54, Ste 115, Durham, NC 27707, USA.
What are the business hours for Paul Terrey - Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM, and closed on weekends.
How can I contact Paul Terrey - Financial Advisor?
You can call them at +1 919-403-0071 or email Paul.Terrey@ampf.com.
Does Paul Terrey offer online or onsite appointments?
Yes, Paul Terrey offers both online appointments and onsite services.
How can I schedule an appointment with Paul Terrey?
Appointments can be scheduled through the contact page at https://www.ameripriseadvisors.com/Paul.Terrey/contact.
Are there any nearby wellness centers to visit before or after a meeting at Paul Terrey's office?
Yes, nearby wellness centers include Body Unfold Therapeutic Massage and Durham Acupuncture Associates, where you can enjoy massage therapy or acupuncture services.
What other healthcare services are located near Paul Terrey - Financial Advisor?
Nearby healthcare services include Ideta Integrated Physical Therapy, Nurturing Pediatrics, The Functional Medicine Center, and MindPath Care Centers for various medical and therapeutic needs.
Are there other financial or real estate services close to Paul Terrey's office?
Yes, Southpoint Advisors - Ameriprise Financial Services LLC provides additional financial advising, while HomeSmart Expert Realty and The Property Cousins ENC offer real estate services nearby.
What local dining or recreational spots can I visit near Paul Terrey's office?
You can visit Funnel Me Crazy bakery for desserts or try Escape on Purpose for an escape room experience near the office.