Jeffrey Shealy - Private Wealth Advisor, Ameriprise Financial Services, LLC
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 Winston Salem, NC area, Jeffrey Shealy 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
Jeffrey Shealy - Private Wealth Advisor, Ameriprise Financial Services, LLC
2150 Country Club Rd, Winston Salem, NC
27104, United States
Frequently Asked Questions About Jeffrey Shealy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Jeffrey Shealy and what services does he offer?
Jeffrey Shealy is a Private Wealth Advisor with Ameriprise Financial Services, LLC in Winston Salem, NC. He offers financial planning, investment services, and financial advisory services including tax planning, family finances, and cash flow management strategies.
Where is Jeffrey Shealy’s office located?
His office is located at 2150 Country Club Rd, Ste 300, Winston Salem, NC 27104, USA.
How can I schedule an appointment with Jeffrey Shealy?
Appointments can be scheduled online via the reservation link: https://www.ameripriseadvisors.com/team/taurus-pointe-weath-management/contact or by calling +1 336-819-5727.
Does Jeffrey Shealy offer online or onsite consultations?
Yes, Jeffrey Shealy offers both online appointments and onsite services to accommodate client preferences.
How can I contact Jeffrey Shealy via email?
You can reach Jeffrey Shealy by email at Jeffrey.Shealy@ampf.com.
Is Jeffrey Shealy active on social media?
Yes, you can find more about his team on Facebook at https://www.facebook.com/shealyayersandassociates and follow the Ameriprise Instagram handle 'ameriprise'.
What should I know about the area around Jeffrey Shealy’s office?
Near Jeffrey's office, there are various health services including Novant Health Care Connections and multiple podiatrists like Robert Sprinkle III, DPM. This proximity is helpful if clients need healthcare appointments before or after financial consultations.
Are there any convenient financial institutions near Jeffrey Shealy's office?
Yes, nearby financial services include PNC Bank and State Employees' Credit Union, which might be useful for clients needing banking services close to their financial advisor.
Can clients access legal or real estate services nearby Jeffrey Shealy’s office?
Yes, there are nearby legal and real estate services such as Kangur & Porter (lawyer specializing in real estate law) and Miller Hatcher Commercial Real Estate, which could assist clients with related needs.
Where can I verify the credentials of Jeffrey Shealy?
You can verify Jeffrey Shealy's credentials on FINRA's BrokerCheck website at http://brokercheck.finra.org/.