April Oliver - Ameriprise Financial Services, Inc.
Why pick this one
April Oliver specializes in retirement and estate planning, and is a Certified Financial Planner® in Charlotte, NC.
Best for
- retirement planning
- financial planning for domestic partnerships
- estate planning
Look elsewhere if
- budget-sensitive financial advice
- strictly low-cost investment options
Specialties
- retirement planning
- estate planning
- investment strategies
- financial planning for domestic partnerships
- wealth management for high net worth clients
Certifications
- CFP
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- April Oliver is a Certified Financial Planner®
- Offers specialized advice for domestic partnerships
- Accredited Estate Planner® designation
- Accredited Wealth Management Advisor™ certification
- Behavioral Financial Advisor certification
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 7401 Carmel Executive Park Dr Ste 300, Charlotte, NC 28226
- Phone
- 7045409913
- Website
- http://www.ameripriseadvisors.com/april.m.olive...
- april.m.oliver@ampf.com
Services
- financial advisory
- wealth management
- investment advising