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 Doylestown, PA area, David Shantz 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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David Shantz - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Shantz - Financial Advisor, Ameriprise Financial Services, LLC
What services does David Shantz offer as a financial advisor?
David Shantz specializes in retirement income strategies, wealth preservation strategies, and investments.
Where is David Shantz's office located?
His office is located at 521 Hyde Park, Bldg, Doylestown, PA 18902, US.
How can I contact David Shantz for a financial consultation?
You can reach him by phone at +1 267-893-6920 or email at david.j.shantz@ampf.com.
Does David Shantz offer online appointments?
Yes, David Shantz offers online appointments in addition to onsite services.
What languages are supported at David Shantz's financial advisory office?
His office provides services in English.
Can I find David Shantz on social media?
Yes, he is linked with Ameriprise Financial's Facebook page and the Instagram handle 'ameriprise'.
How can the nearby Matossian Eye Associates assist visitors coming to David Shantz's office?
If you need eye care or optician services during your visit, Matossian Eye Associates is nearby and convenient to access.
Are there real estate services close to David Shantz’s office?
Yes, nearby real estate agents like Dave Boerner Real Estate and Long and Foster can assist if you are interested in property services.
Can clients find medical and wellness services near David Shantz’s office?
Yes, several nearby options include Dr. Sam Kadan, DMD for dental services, Rosen Cosmetic Surgery, and Modern Sports Medicine and Wellness for physical therapy.
Where can I find more information about David Shantz's professional credentials?
More information is available on FINRA’s BrokerCheck website, linked on the advisory's page.