At Taurus Pointe Wealth Management, 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 Winston Salem, 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 financial services does Taurus Pointe Wealth Management offer?
We specialize in investment management, wealth preservation strategies, executive compensation and benefit strategies, social security retirement benefits, business retirement plans, retirement planning strategies, charitable giving, and domestic partner planning.
Where is Taurus Pointe Wealth Management located?
Our office is located at 2150 Country Club Rd, Ste 300, Winston Salem, NC 27104, USA.
What are the office hours for Taurus Pointe Wealth Management?
We are open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Does Taurus Pointe Wealth Management offer online or onsite appointments?
Yes, we offer both online appointments and onsite services for your convenience.
How can I contact Taurus Pointe Wealth Management by phone or email?
You can call us at +1 336-819-5700 (local) or +1 336-819-5701 (main), or email us at Jeffrey.Shealy@ampf.com.
How can I schedule an appointment with Taurus Pointe Wealth Management?
You can schedule an appointment through our contact page at https://www.ameripriseadvisors.com/team/taurus-pointe-weath-management/contact.
Are there financial services related businesses nearby Taurus Pointe Wealth Management?
Yes, nearby financial service businesses include Randy Walker - Ameriprise Financial Services, LLC, The Clasby Group - Ameriprise Financial Services, LLC, Jeffrey Shealy - Ameriprise Financial Services, LLC, Joel Ayers - Ameriprise Financial Services, LLC, and Gray Davis - Ameriprise Financial Services, LLC.
What health and medical providers are located near Taurus Pointe Wealth Management?
Nearby health providers include Robert Sprinkle III, DPM, MPH, Novant Health Care Connections, Ashleigh Wells Medda, DPM, and Wake Forrest Baptist Health Foot and Ankle, among others, which may be convenient for clients seeking healthcare services before or after their financial consultation.
Are there banking or credit union services near Taurus Pointe Wealth Management?
Yes, nearby banking services include PNC bank and State Employees' Credit Union, which can assist clients with financial transactions related to wealth management.
Where can I find more information or verify the credentials of Taurus Pointe Wealth Management advisors?
More information is available on FINRA's BrokerCheck website at http://brokercheck.finra.org/.