Ascend Wealth Partners - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
Ascend Wealth Partners - Ameriprise Financial Services has over 10,000 advisors and is recognized as a Top Performer in client understanding.
Best for
- personalized financial planning
- long-term investment strategies
- retirement readiness
Look elsewhere if
- seeking budget-oriented services
- need for fast, transactional financial advice
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
What makes them different
- More than 10,000 Ameriprise advisors available nationwide
- Recognized as a 2026 Hearts & Wallets Top Performer in understanding clients and sharing values
- Offers personalized recommendations for a diversified portfolio
Distilled from this business's own website.
Contact & Location
- Address
- 7930 W Kenton Cir Ste 210, Huntersville, NC 28078
- Phone
- (704) 987-9794
- Website
- https://www.ameripriseadvisors.com/team/ascend-...
Services
- financial planning
- investment advisory
- retirement planning
- wealth management