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 Seneca, SC area, Stephen McIntee 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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Stephen McIntee - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Stephen McIntee - Financial Advisor, Ameriprise Financial Services, LLC
What services does Stephen McIntee offer as a financial advisor?
Stephen McIntee specializes in Social Security retirement benefits, IRA rollover consulting, retirement plan distribution, estate and intergenerational planning, wealth preservation, charitable giving, and tax planning strategies.
Where is Stephen McIntee's office located?
His office is located at 119A Professional Park Dr, Seneca, SC 29678, USA.
How can I contact Stephen McIntee for a financial consultation?
You can contact him via phone at +1 800-948-2706 or email at Stephen.Mcintee@ampf.com.
Does Stephen McIntee offer online appointments?
Yes, online appointments are available alongside onsite services.
What is the best website to learn more about Stephen McIntee's financial services?
More information is available at https://www.ameripriseadvisors.com/Stephen.Mcintee/.
Are there other financial advisory services near Stephen McIntee's office?
Yes, nearby financial advisors include Voya Financial Advisors, Sam Head - Ameriprise Financial Services, LLC, and Carolinas Wealth Management - Ameriprise Financial Services.
What amenities are nearby that clients can visit before or after their appointment?
Clients can visit local eateries like Wendy's, Domino's Pizza, and Pike's Seafood, or enjoy coffee at Blackwater Roasters.
Are there any healthcare facilities near Stephen McIntee's office for additional client needs?
Nearby healthcare facilities include Prisma Health Sleep Disorders Center–Seneca, Carolina Lung & Sleep Center, and Seneca Family Dentistry.
What professional legal services are located near Stephen McIntee's office?
Merrell & Jahn PA, a law firm providing legal services, is located nearby.
Is Stephen McIntee affiliated with any certified financial organizations?
Yes, he is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Trust and Financial Advisor (CTFA), and Accredited Portfolio Management Advisor (APMA™).