Ameriprise Financial Advisors
Investing
Why pick this one
Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.
Best for
- clients seeking personalized financial planning based on individual goals
- investors wanting ongoing market and economic analysis
- retirement planning discussions
- clients who value secure online account and document access
Look elsewhere if
- clients seeking published pricing or a clearly stated local service area
Specialties
- personalized financial planning
- investment advice and strategies
- retirement planning guidance
- market and economic analysis
What makes them different
- Ameriprise reports more than $1.7 trillion in assets under management, administration and advisement
- Access to the Ameriprise Investment Research Group for strategic market and economic insights
- Personalized advice based on each client's financial goals
- Online Security Guarantee covering 100% of funds removed through unauthorized online access, subject to stated conditions
- Secure website and mobile app for account access, documents and advisor communication
Distilled from this business's own website.
Contact & Location
- Address
- 8 W 5th Ave, Lexington, NC 27292-3224
- Phone
- +13362484700
- Website
- https://www.ameriprise.com
Services
- financial planning advice
- investment planning
- retirement planning
- ongoing market insights
- secure online account access