Certified by Charles Shalmi - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Boca Raton, FL area, Charles Shalmi 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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Certified by Charles Shalmi - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Charles Shalmi - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Charles Shalmi - Financial Advisor, Ameriprise Financial Services, LLC
Who is Charles Shalmi at Ameriprise Financial Services, LLC?
Charles Shalmi is a financial advisor at Ameriprise Financial Services, LLC serving clients in Boca Raton, FL, helping them with financial planning and investment management.
What services does Charles Shalmi offer?
He specializes in wealth preservation strategies and investment management.
Where is Charles Shalmi's office located?
His office is located at 5200 Town Center Cir, Ste 600, Boca Raton, FL 33486.
Can I book an appointment with Charles Shalmi online?
Yes, you can schedule appointments online through the Ameriprise advisors contact page.
Does Charles Shalmi offer onsite and online financial advisory services?
Yes, both onsite and online appointments are available.
How can I contact Charles Shalmi?
You can contact him by phone at +1 561-226-8010 or email at Charles.Shalmi@ampf.com.
Which category does Charles Shalmi's business fall under?
His services are categorized under Ameriprise, Financial Planning, Financial Consultant, Financial Planner, and Investment Service.
Are there other financial advisors near Charles Shalmi's office?
Yes, nearby are several Ameriprise financial advisors including Gwen C Smith, Darden, Infante & Associates, Jim Bradley, Randall Hooper, and Jay Horowitz.
What nearby places can clients visit before or after their meeting with Charles Shalmi?
Clients might enjoy visiting 'Its Sugar', a nearby candy store, or take a walk around the Florida Business Center park which also hosts concerts.
How can nearby financial advisors be useful for a client visiting Charles Shalmi?
If clients need a second opinion or additional financial services, they can easily reach other trusted Ameriprise advisors nearby such as Larry Margolin or Steve Levin.
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Certified August 16, 2026Yext Knowledge Graph
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