Brad Swartzwelder - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Midlothian, VA area, Brad Swartzwelder 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
Brad Swartzwelder - Private Wealth Advisor, Ameriprise Financial Services, LLC
14350 Sommerville Ct, Midlothian, VA
23113, United States
Frequently Asked Questions About Brad Swartzwelder - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Brad Swartzwelder and what services does he offer?
Brad Swartzwelder is a Private Wealth Advisor at Ameriprise Financial Services in Midlothian, VA, offering financial planning, investment services, and strategies for retirement, saving for education, and small businesses.
Where is Brad Swartzwelder's office located?
The office is located at 14350 Sommerville Ct, Midlothian, VA 23113, United States.
How can I contact Brad Swartzwelder for a financial consultation?
You can reach Brad Swartzwelder by phone at +1 804-273-1277 or by email at brad.a.swartzwelder@ampf.com. Appointments can also be booked online via the provided reservation URL.
Does Brad Swartzwelder offer online or onsite financial advisory services?
Yes, Brad Swartzwelder offers both online appointments and onsite services.
Which financial planning specialties does Brad Swartzwelder focus on?
He specializes in retirement income strategies, small business financial planning, executive compensation and benefit strategies, intergenerational planning, charitable giving, saving for education, women's financial strategies, and family finances.
What professional association is Brad Swartzwelder affiliated with?
Brad Swartzwelder is affiliated with the Certified Financial Planner (CFP) association.
Can I find other Ameriprise financial advisors near Brad Swartzwelder's office in Midlothian?
Yes, nearby Ameriprise financial advisors include William H Shirey Jr, Weslie Green, Robert Schinsky, Adam Williamson, Kelly Barnes, Lane Wilson, Jonathan Wood, and others, providing a range of financial services close by.
What nearby financial advisory groups could complement services from Brad Swartzwelder?
Nearby groups such as Four Rivers Wealth Management Group and Riverstone Wealth Advisory Group offer additional financial advising and investing services that clients might consider.
Are there other types of businesses or amenities near Brad Swartzwelder's office that clients might visit?
Yes, nearby places include the Virginia Harp Center (musical instruments and coffee), local doctors and allergists like Patrick Powers, MD and Allergy Partners of Richmond, as well as home improvement stores like Village Flooring, offering options for shopping and healthcare.
Does Brad Swartzwelder provide services for specific client needs, like women’s financial strategies or charitable giving?
Yes, he offers specialized financial planning services including women’s financial strategies and charitable giving, among other tailored financial advice.