At The Formo Carter Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Seattle, WA area to help them focus on their financial future. 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 The Formo Carter Investment Group - Ameriprise Financial Services, LLC • Aug 16, 2026
The Formo Carter Investment Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About The Formo Carter Investment Group - Ameriprise Financial Services, LLC
What financial services does The Formo Carter Investment Group offer?
The Formo Carter Investment Group offers financial planning, investment management, retirement income strategies, estate planning, insurance, and saving for education.
Where is The Formo Carter Investment Group located?
It is located at 520 Pike St, Ste 2725, Seattle, WA 98101, USA.
Can I schedule online appointments with The Formo Carter Investment Group?
Yes, online appointments are available.
Does The Formo Carter Investment Group offer onsite services?
Yes, onsite services are offered at their Seattle office.
How can I contact The Formo Carter Investment Group?
You can call them at +1 206-926-5334 or email juls.carter@ampf.com.
Where can I find more information about The Formo Carter Investment Group online?
Visit their website at https://www.ameripriseadvisors.com/team/the-formo-carter-investment-group/ or their LinkedIn page at https://www.linkedin.com/company/ameriprise-financial-services-llc.
What should I know about The Formo Carter Investment Group's regulatory information?
More information is available on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby legal services are available close to The Formo Carter Investment Group?
Nearby legal services include Pendergast Law, Dubin Law Group, Strata Law Group PLLC, and C T Corporation System, which could assist clients needing legal advice along with financial planning.
What are some nearby organizations involved in community services and nonprofits?
Nearby nonprofits include World Affairs Council, Cystic Fibrosis Foundation - Washington Chapter, and Washington Roundtable, ideal for clients interested in community engagement after financial consultations.
Are there other Ameriprise Financial Services offices nearby?
Yes, nearby offices include Greg Rupert, The Latitude 48 Group, Kevin O Keefe, Scott Rethke, Andrew Rothman, John Bender, Scott Lorenzen, Geoff White, Thomas W Drouin, Juls Carter, and Bob Jamieson, all affiliated with Ameriprise Financial Services.
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