Cordian Wealth - Ameriprise Financial Services, LLC
Why pick this one
Cordian Wealth is recognized as a Forbes Best-in-State Wealth Management Team and offers comprehensive financial planning tailored to individual goals.
Best for
- individuals seeking personalized financial strategies
- retirement planning
- estate planning
Look elsewhere if
- budget-sensitive clients
- those seeking quick, transactional financial services
Specialties
- Estate Planning Strategies
- Investment Management
- Wealth Preservation Strategies
- Retirement Income Strategies
- Tax Planning Strategies
Certifications
- CFP
- BFA
- CRPC
- APMA
What makes them different
- Forbes Best-in-State Wealth Management Teams in 2023, 2025 & 2026
- 5.0 / 5 rating based on 55 reviews
- custom investment strategies based on client needs
- regular discussions about financial goals and life events
- Response time
- complimentary initial consultation
- Serves
- Charlotte, Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 642 Signal Hill Dr Ext, Statesville, NC 28625
- Phone
- 7048728181
- Website
- https://www.ameripriseadvisors.com/team/cordian...
- james.2.rice@ampf.com
Services
- financial planning
- investment services
- retirement planning
- tax strategies
- insurance solutions