ANTONICH & ASSOCIATES - Ameriprise Financial Services, LLC
Why pick this one
They provide personalized investment strategies and have over 130 years of experience in financial planning.
Best for
- individuals seeking retirement planning
- clients needing tax and estate planning strategies
Look elsewhere if
- clients looking for low-cost or budget services
- those not interested in long-term financial planning
Specialties
- retirement planning strategies
- tax planning strategies
- estate planning strategies
- wealth preservation strategies
Certifications
- CERTIFIED FINANCIAL PLANNER
What makes them different
- offers personalized investment strategies
- provides secure digital access to accounts
- recognized as a Military Friendly employer
- community involvement with Cell Phones For Soldiers
- Years in business
- 130
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 8832 Blakeney Professional Dr, Ste 302, Charlotte, NC 28277
- Phone
- 7049442080
- Website
- https://www.ameripriseadvisors.com/team/antonic...
- mark.x.antonich@ampf.com
Services
- financial planning
- investment strategies
- insurance services