April Oliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
April Oliver is a CFP with extensive certifications, specializing in estate planning and wealth management in Charlotte, NC.
Best for
- comprehensive financial planning
- retirement strategies
- high-net-worth individual advisory
Look elsewhere if
- simple investment advice
- basic financial planning
Specialties
- wealth management
- retirement planning
- estate planning
Certifications
- CFP
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- Multiple advanced financial certifications including CFP and AAMS
- Specialized training in senior living financial issues
- Expertise in estate planning and tax strategies
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4500 Cameron Valley Pkwy, Ste 250, Charlotte, NC 28211
- Phone
- 7045407171
- Website
- https://www.ameripriseadvisors.com/april.m.oliver/
- april.m.oliver@ampf.com
Services
- financial advisory services
- investment strategies