Alex Bishop - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
Alex Bishop offers personalized financial planning and holds multiple professional certifications, ensuring a thorough approach to wealth management.
Best for
- comprehensive financial planning
- individuals seeking retirement strategies
- those interested in estate planning
Look elsewhere if
- clients looking for purely investment management
- individuals needing low-cost, basic financial advice
Specialties
- retirement planning
- tax planning strategies
- charitable giving strategies
Certifications
- CFP®
- CRPC™
- MPAS™
- AAMS®
- ADPA®
- AEP®
What makes them different
- provides complimentary initial consultations
- offers personalized financial plans
- focuses on clarity and transparency in fees
- Years in business
- 26
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 7930 W Kenton Cir Ste 210, Huntersville, NC 28078
- Phone
- 7048969985
- Website
- https://www.ameripriseadvisors.com/alex.h.bishop/
- alex.h.bishop@ampf.com
Services
- financial planning
- wealth management
- investment advice