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, Brad 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.
What services does Brad Shelley - Private Wealth Advisor offer?
Brad Shelley provides financial planning, investment management, retirement planning, insurance, tax planning, and other specialized financial advisory services.
Where is Brad Shelley's office located?
The office is located at 9100 Ctr Pointe Dr, Suite 180, West Chester, OH 45069.
What are the office hours for Brad Shelley - Private Wealth Advisor?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Brad Shelley for financial advisory services?
You can contact Brad Shelley by phone at +1 513-642-2503 or email at Bradley.Shelley@ampf.com.
Does Brad Shelley offer online or onsite appointments?
Yes, Brad Shelley offers both online and onsite appointments for clients.
What professional associations does Brad Shelley hold?
Brad Shelley is associated with CFP (Certified Financial Planner) and ChFC (Chartered Financial Consultant).
Which nearby financial service providers are close to Brad Shelley's office?
Nearby financial service providers include North South Wealth Management, Nicole M Glowka - Private Wealth Advisor, and The McKinney & Glowka Group, offering convenient alternatives or additional expertise.
What medical facilities are near Brad Shelley's office for client convenience?
Medical facilities nearby include Aarti Singla, MD, MBA (pain management doctor), ClearChoice Dental Implant Center, and Mayfield Brain & Spine hospital, providing options for health needs around your financial appointments.
Are there any educational institutions near the office?
Yes, the University of Phoenix Cincinnati Campus and The Iron Yard - Cincinnati are nearby, which may be of interest to clients pursuing further education after their financial consultation.
How can I book an appointment with Brad Shelley?
You can book an appointment online via the contact page at https://www.ameripriseadvisors.com/Bradley.Shelley/contact.