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 Fairfax, VA area, B Curtis Smith 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
B Curtis Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About B Curtis Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does B Curtis Smith - Private Wealth Advisor offer?
They offer financial planning services including charitable giving, domestic partner planning, and estate planning strategies.
What are the business hours of B Curtis Smith - Private Wealth Advisor?
Monday and Friday: 9:00 AM to 4:00 PM; Tuesday to Thursday: 8:30 AM to 6:00 PM; Closed on Saturday and Sunday.
Where is B Curtis Smith - Private Wealth Advisor located?
4100 Monument Corner Drive, Suite 410, Fairfax, VA 22030, USA.
Can I schedule an appointment online with B Curtis Smith - Private Wealth Advisor?
Yes, appointments can be scheduled online via their contact page at https://www.ameripriseadvisors.com/ben.c.smith/contact.
What certifications does B Curtis Smith hold?
He is affiliated with certifications including CFP, ChFC, and CLU.
Does B Curtis Smith - Private Wealth Advisor offer online or onsite services?
Yes, they offer both online appointments and onsite services.
How can nearby real estate and mortgage services help when working with B Curtis Smith?
Nearby businesses like First Excel Title and mortgage lenders such as Raymond Weir and Kelly Katalinas can help clients with property and financing needs as part of comprehensive financial planning.
Are there restaurants near B Curtis Smith's office for clients to visit?
Yes, Sushi Sugoi, a Japanese and Asian restaurant, is nearby and can be a convenient option for clients before or after meetings.
What educational institutions are near B Curtis Smith's office that clients might be interested in?
Stratford University is a nearby educational institution that clients visiting the area may find of interest.
Which financial service providers are located near B Curtis Smith's office?
Several financial service providers such as C Mark Gurley, Mike Filan, Kelvin Creyts, and Jennifer Marie Gallant at Ameriprise Financial Services are nearby, offering additional financial expertise in the vicinity.