At Cordian Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Statesville, NC area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Cordian Wealth offer for financial planning?
Cordian Wealth specializes in estate planning, investment management, retirement planning, tax strategies, charitable giving, and more to help clients achieve their financial goals.
Where is Cordian Wealth located?
Cordian Wealth is located at 642 Signal Hill Dr Ext, Statesville, NC 28625, USA.
Can I book an appointment with Cordian Wealth online?
Yes, Cordian Wealth offers online appointment scheduling through their website.
Does Cordian Wealth provide onsite financial advisory services?
Yes, Cordian Wealth offers onsite financial advisory services in addition to online appointments.
How can I contact Cordian Wealth by phone or email?
You can reach Cordian Wealth by phone at +1 704-872-8181 or email nicolas.l.gilliam@ampf.com.
What is the primary focus of Cordian Wealth's advisory services?
Cordian Wealth focuses on helping clients in the Statesville, NC area manage investments, plan for retirement, preserve wealth, and save for education among other financial goals.
Can you tell me about nearby places to Cordian Wealth that customers might find useful?
Nearby Cordian Wealth, clients can visit Totally New Image Salon for beauty services, McLeod Centers for Wellbeing for mental health support, and King of the Sea Seafood Restaurant for dining before or after appointments.
How can I get to Cordian Wealth using nearby points of interest as references?
Cordian Wealth is near landmarks like McLeod Centers For Wellbeing and Shred South. Locating these can help visitors find the office more easily in the Statesville area.
Are there nearby fitness or wellness centers close to Cordian Wealth?
Yes, Genesis Fitness and Olympic Health Club are nearby, offering clients options for fitness and wellness activities around their visit to Cordian Wealth.
Where can clients find additional information or verify Cordian Wealth's credentials?
More information and verification about Cordian Wealth's credentials can be found on FINRA's BrokerCheck website.