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 West Chester, OH area, Barry Shelley 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.
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Barry Shelley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Barry Shelley - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial planning services does Barry Shelley provide?
Barry Shelley specializes in retirement planning strategies and estate planning strategies to help you achieve your financial goals.
Where is Barry Shelley - Private Wealth Advisor located?
The office is located at 9100 Ctr Pointe Dr, Suite 180, West Chester, OH 45069, USA.
How can I contact Barry Shelley for financial advice?
You can contact Barry Shelley by phone at +1 513-642-2503 or email at barry.p.shelley@ampf.com.
What are the business hours for Barry Shelley - Private Wealth Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Barry Shelley offer online appointments or onsite services?
Yes, Barry Shelley offers both online appointments and onsite services for your convenience.
What professional certifications and associations does Barry Shelley hold?
Barry Shelley holds several certifications including CFP, CLU, ChFC, CKA, MSFS, and CASL.
What nearby financial services are located close to Barry Shelley's office?
Nearby financial services include North South Wealth Management, Nicole M Glowka - Private Wealth Advisor, and The McKinney & Glowka Group, all offering financial advising and investment services.
Are there any healthcare providers near Barry Shelley's office?
Yes, medical services nearby include Aarti Singla, MD, MBA specializing in pain management, and the ClearChoice Dental Implant Center offering dental and orthodontic care.
What educational institutions are close to Barry Shelley's location?
The University of Phoenix Cincinnati Campus and The Iron Yard - Cincinnati, a college-level educational institution, are located nearby.
How can nearby businesses complement a visit to Barry Shelleys's office?
Clients can benefit from nearby services such as real estate agencies like First Title Agency, Inc., insurance agents including Sarah Norman - Western & Southern Life, and even shopping at Bass Pro Shops for sporting goods, making it convenient to combine errands or appointments.