Bob Watral - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
Bob Watral - Ameriprise Financial Services offers personalized financial advice and has earned recognition for understanding client values.
Best for
- individuals seeking personalized financial planning
- clients looking for regular investment reviews
- those needing comprehensive wealth management
Look elsewhere if
- seeking quick one-time financial advice
- needing low-cost basic investment services
Specialties
- personalized financial advice
- investment portfolio recommendations
- financial goal planning
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
What makes them different
- offers one-to-one financial advice based on individual goals
- regular meetings to review goals and investments
- earned 2026 Hearts & Wallets Top Performer recognition for understanding client needs
Distilled from this business's own website.
Contact & Location
- Address
- 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
- Phone
- (919) 227-3186
- Website
- https://www.ameripriseadvisors.com/team/inspire...
Services
- wealth management
- financial planning
- retirement planning
- investment advisory