Amber Mccleerey
Financial Advising
Why pick this one
Amber Mccleerey provides holistic investment and insurance planning for high net worth clients, including families, executives, and businesses.
Best for
- High net worth individuals seeking asset growth and protection
- Families needing holistic financial planning
- Corporate executives with complex financial issues
- Businesses seeking investment and insurance strategy planning
- Clients who want planning based on time horizon and risk tolerance
Look elsewhere if
- People seeking services unrelated to financial planning, investments, or insurance strategies
- Clients looking specifically for an advisor focused on basic or low-complexity financial needs
Specialties
- Holistic financial planning
- Investment strategy design
- Insurance strategy design
- Asset growth and protection for high net worth clients
- Financial planning for corporate executives and businesses
Certifications
- Series 7
- Series 66
- Registered in North Carolina and additional listed states
What makes them different
- Uses an in-depth discovery process covering each client's situation, time horizon, and risk tolerance
- Focuses on growing and protecting assets for high net worth individuals, families, corporate executives, and businesses
- Combines investment and insurance strategy design with holistic financial planning
- Provides access to Oppenheimer resources and leadership for complex financial issues
- Asheville branch located at 10 Brook Street, Suite 290
- Response time
- Someone will be in contact with you promptly
Distilled from this business's own website.
Contact & Location
- Address
- 10 Brook St Ste 290, Asheville, NC 28803
- Phone
- +18282517907
- Website
- http://www.oppenheimer.com/advisor/nc/asheville...
Services
- Financial advising
- Wealth management
- Investment planning
- Insurance planning