Brian Moldenhauer - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Brian Moldenhauer specializes in estate planning and retirement strategies, holding multiple accreditations including CFP and AAMS.
Best for
- comprehensive financial planning
- investment strategies for retirees
- domestic partnership financial planning
Look elsewhere if
- clients seeking basic budgeting assistance
- individuals without significant investment assets
Specialties
- financial planning
- investment management
- estate planning
- retirement planning
- divorce financial analysis
Certifications
- CFP
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- accredited in 12 financial specialties
- focus on estate planning and retirement strategies
- serves clients in Charlotte, NC
- provides personalized financial advice
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd, Ste 1105, Charlotte, NC 28210
- Phone
- 7045569250
- Website
- https://www.ameripriseadvisors.com/brian.j.moldenhauer/
- brian.j.moldenhauer@ampf.com
Services
- financial advisory services