Bishop Financial Partners - Ameriprise Financial Services, LLC
Why pick this one
Bishop Financial Partners offers comprehensive financial planning tailored to individual goals and has been a leader in financial services for over 130 years.
Best for
- individuals seeking personalized financial advice
- small businesses needing financial planning support
- families planning for education expenses
Look elsewhere if
- looking for low-cost investment options
- seeking tax or legal advice
Specialties
- financial planning for small business
- estate planning strategies
- saving for education
- charitable giving strategies
- retirement planning strategies
Certifications
- CFP
- CRPC
- MPAS
What makes them different
- comprehensive financial advice tailored to individual goals
- initial consultation available at no charge
- team approach for managing finances
- partnerships with employers for financial education benefits
- Response time
- initial consultation provides an overview of financial planning concepts
- Years in business
- 130
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 7930 W Kenton Cir, Ste 210, Huntersville, NC 28078
- Phone
- 7048969985
- Website
- https://www.ameripriseadvisors.com/team/bishop-...
- alex.h.bishop@ampf.com
Services
- financial planning
- investment advice
- wealth management