Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC
Why pick this one
Blue Cardinal Wealth Solutions offers personalized investment solutions and has received multiple Forbes Best-in-State awards.
Best for
- financial planning
- wealth management
- retirement strategies
Look elsewhere if
- short-term investment advice
- high-risk speculative investments
Specialties
- Retirement Planning Strategies
- Estate Planning Strategies
- Tax Planning Strategies
Certifications
- CFP
- CRPC
- APMA
What makes them different
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
- Ameriprise Client Experience Award, 2024, 2025
- personalized investment solutions
- Response time
- schedule a meeting
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4521 Sharon Rd, Ste 300, Charlotte, NC 28211
- Phone
- 7049722347
- Website
- https://www.ameripriseadvisors.com/team/blue-ca...
- erin.ford@ampf.com
Services
- financial planning
- wealth management
- investment solutions