Certified by David J Cassidy - Private Wealth 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 Myrtle Beach, SC area, David J Cassidy 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 David J Cassidy - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
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 David J Cassidy - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the business hours for David J Cassidy - Private Wealth Advisor?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and on Friday from 8:00 AM to 12:00 PM. It is closed on Saturdays and Sundays.
Where is David J Cassidy - Private Wealth Advisor located?
The office is located at 8216 Devon Ct, Myrtle Beach, SC 29572, USA.
How can I contact David J Cassidy - Private Wealth Advisor?
You can call at +1 843-279-6299 or email at David.Cassidy@ampf.com.
Does David J Cassidy offer online appointments?
Yes, online appointments are available.
What financial services are offered by David J Cassidy?
Services include tax planning strategies, wealth preservation strategies, retirement plan distribution, investment management, and retirement planning strategies.
How can I learn more about David J Cassidy’s financial advisor credentials?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What nearby real estate agencies could I visit when in the area?
Nearby real estate agencies include Mitchell AdKins with Serhant Myrtle Beach and The Greg Sisson Team. Clients might find it convenient to coordinate financial planning with real estate transactions through these local professionals.
Are there any medical facilities near David J Cassidy's office?
Yes, several nearby medical centers include Elite Pain Management, Charlotte Dermatology, Tidelands Health Breast Center, and Carolina Rheumatology and Neurology Associates. Clients might visit these for health-related services before or after financial consultations.
What legal services are close to David J Cassidy's location?
The Carver Law Firm, specializing in divorce and family law, is located nearby, which could be helpful for clients needing legal advice alongside financial planning.
How can I book an appointment with David J Cassidy?
You can book an appointment through the website at https://www.ameripriseadvisors.com/David.Cassidy/contact or contact directly via phone or email.
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