Brenda Dobrick - Private Wealth Advisor, Ameriprise Financial Services, LLC

Why pick this one

Brenda Dobrick has over 22 years of experience and offers faith-based financial planning tailored to Christian values.

Best for

  • individuals seeking Christian financial strategies
  • women looking for personalized financial advice
  • clients interested in sustainable investing

Look elsewhere if

  • seeking purely secular financial advice
  • in need of basic budgeting services

Specialties

  • Christian financial strategies
  • women's financial strategies
  • sustainable and responsible investing
  • retirement planning strategies
  • charitable giving strategies
  • wealth preservation strategies

Certifications

  • AAMS
  • ADPA
  • AEP
  • AIF
  • APMA
  • AWMA
  • BFA
  • CAP
  • CAS
  • CASL
  • CDFA

What makes them different

  • Brenda Dobrick has 22 years of experience in financial advising
  • She offers faith-based financial planning
  • She specializes in women's financial strategies
  • Brenda is a Certified Kingdom Advisor
Years in business
22
Serves
Raleigh

Distilled from this business's own website.

Contact & Location

Address
183 Wind Chime Court, Ste 202, Raleigh, NC 27624
Phone
9193224237
Website
https://www.ameripriseadvisors.com/brenda.l.dobrick/
Email
brenda.l.dobrick@ampf.com

Services

  • financial advising
  • wealth management
  • estate planning
  • investment management

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