Brenda Dobrick - Private Wealth Advisor, Ameriprise Financial Services
Financial Service
Why pick this one
Brenda Dobrick has 22 years of experience and offers Christian financial strategies in Raleigh.
Best for
- individuals seeking faith-based financial planning
- women's financial strategies
- retirement planning
Look elsewhere if
- non-religious financial planning approaches
- simple financial inquiries without specialized strategies
Specialties
- Christian financial strategies
- women's financial strategies
- sustainable and responsible investing
- retirement planning strategies
- charitable giving strategies
- wealth preservation strategies
- insurance
- cash flow management strategies
- estate planning strategies
Certifications
- BFA™
- CKA®
- CRPC™
- CMFA®
- AAMS®
- ADPA®
- AEP®
- AIF®
- APMA®
- AWMA®
- CDFA®
What makes them different
- 22 years of experience
- offers faith-based financial planning
- part of Wind Chime Wealth Partners
- provides a complimentary initial consultation
- Years in business
- 22
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 183 Wind Chime Ct Ste 202, Raleigh, NC 27615
- Phone
- (919) 322-4237
- Website
- https://www.ameripriseadvisors.com/brenda.l.dobrick/
- brenda.l.dobrick@ampf.com
Services
- financial planning
- wealth management
- investment advice