Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC
Why pick this one
Blue Cardinal Wealth Solutions has been awarded Forbes Best-in-State Wealth Management Teams in 2026 and offers personalized financial planning.
Best for
- comprehensive financial planning
- retirement income strategies
- estate planning
Look elsewhere if
- minimal investment management needs
- basic financial advice without comprehensive planning
Specialties
- retirement planning strategies
- estate planning strategies
- tax planning strategies
- women's financial strategies
- financial strategies for LGBTQ couples and families
Certifications
- Ameriprise Financial Services, LLC
What makes them different
- Forbes Best-in-State Wealth Management Teams in 2026
- Ameriprise Client Experience Award for 2024 and 2025
- dedicated and experienced advisory team
- client satisfaction rating of 5.0 based on 99 reviews
- Years in business
- 130
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13830 Ballantyne Corporate Pl, Ste 200, Charlotte, NC 28277
- Phone
- 7049722347
- Website
- https://www.ameripriseadvisors.com/team/blue-ca...
- erin.ford@ampf.com
Services
- financial planning
- wealth management
- investment advice
- insurance solutions