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 Huntersville, NC area, Alex Bishop 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
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Alex Bishop - Private Wealth Advisor, Ameriprise Financial Services, LLC
7930 W Kenton Cir, Huntersville, NC
28078, United States
Hours
Frequently Asked Questions About Alex Bishop - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the office hours for Alex Bishop - Private Wealth Advisor?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 1:00 PM. It is closed on weekends.
Where is Alex Bishop - Private Wealth Advisor located?
The office is located at 7930 W Kenton Cir, Ste 210, Huntersville, NC 28078, USA.
What types of financial services does Alex Bishop provide?
Services include small business financial planning, estate planning strategies, family finances, executive compensation and benefit strategies, retirement planning, tax planning, charitable giving, and social security retirement benefits.
Is the office at Alex Bishop wheelchair accessible?
Yes, the office has wheelchair accessible entrance, seating, and restrooms.
Can I schedule an appointment online with Alex Bishop?
Yes, online appointments are offered and can be scheduled via the contact link on the Ameriprise website.
What languages are spoken at Alex Bishop's office?
English is spoken at the office.
How can I contact Alex Bishop for financial consultations?
You can contact Alex Bishop via phone at +1 704-896-9985 or email at alex.h.bishop@ampf.com.
Are there real estate agents near Alex Bishop's office that clients might also find helpful?
Yes, nearby real estate agents include Melissa Zimmerman, Yananda Ross, Rubi Garcia, Cynthia Echevarria BHHS Carolinas, The Kandi Lowe Team, Prudential Carolinas Realty, and others who could assist clients looking into property investments.
Are there mortgage brokers near Alex Bishop's office to assist with home financing?
Yes, loanDepot, Juan Giraldo NMLS 1049911, Kurtis Lowdermilk at Prosperity Home Mortgage, and Citizens One Home Loans offices are nearby and can help with mortgage and loan services.
Is there a financial service partner nearby where clients might find additional financial advice?
Yes, Ascend Wealth Partners, Jeri Lynn Davidson, Scott Robinson at Ameriprise Financial Services, and Bishop Financial Partners are nearby financial service providers clients might find helpful.