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 Martinsburg, WV area, Phillip McCoy 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
Phillip McCoy - Financial Advisor, Ameriprise Financial Services, LLC
1270 Winchester Ave, Martinsburg, WV
25405, United States
Hours
Frequently Asked Questions About Phillip McCoy - Financial Advisor, Ameriprise Financial Services, LLC
What services does Phillip McCoy provide as a financial advisor?
Phillip McCoy offers a range of financial advisory services including investments, estate planning, wealth preservation, family finances, executive compensation, cash flow management, retirement planning, charitable giving, insurance, and retirement plan distribution.
Where is Phillip McCoy's office located?
Phillip McCoy's office is located at 1270 Winchester Ave, Martinsburg, WV 25405, USA.
What are the office hours for Phillip McCoy's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule an appointment with Phillip McCoy?
You can schedule an appointment online through his contact page at https://www.ameripriseadvisors.com/Phillip.Mccoy/contact or by calling +1 304-263-4343.
Does Phillip McCoy offer online or onsite services?
Yes, Phillip McCoy offers both online appointments and onsite services for his financial advisory clients.
Is Phillip McCoy affiliated with any professional organizations?
Yes, Phillip McCoy is associated with the Certified Financial Planner (CFP) designation.
What languages are spoken at Phillip McCoy's financial advisory office?
English is the language spoken at Phillip McCoy's office.
What are some nearby financial services around Phillip McCoy’s office that clients might find useful?
Nearby financial service providers include The Myrias Group - Ameriprise Financial Services, John Everson - Private Wealth Advisor (Ameriprise), Bruce M. Avey (accountant and trusts), Fleming Insurance Agency, LLC, and CNB Bank. These can be useful for complementary financial or insurance needs.
Are there convenient places nearby where clients can shop or handle errands before or after a meeting?
Yes, nearby shopping options include Gabe's Martinsburg (department and discount store), Food Lion Grocery Store, Shop 'N Save grocery store, Kmart (discount store), Harbor Freight Tools (hardware store), and Verizon stores for mobile needs.
What local amenities are near Phillip McCoy’s office that might interest clients visiting the area?
Clients can visit nearby amenities such as Olde Country Diner for dining, Happy Tails Dog Daycare and Grooming if they have pets, and services like UPS Access Point for shipping, Western Union for money transfers, and Budget Truck Rental for moving needs.