Curtis Mark Casey - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
Curtis Mark Casey has 25 years of experience and is a CFP, providing personalized investment solutions in Charlotte.
Best for
- retirement planning
- investment management for individuals and families
Look elsewhere if
- those seeking basic budget advice
- clients looking for non-personalized investment options
Specialties
- retirement planning strategies
- charitable giving strategies
Certifications
- CFP
- RICP
- ChFC
- CLU
- APMA
- CLTC
- AAMS
- ADPA
- AEP
- AIF
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
What makes them different
- 25 years of experience
- CFP certified
- offers a comprehensive approach to financial planning
- provides personalized investment solutions
- focuses on client goals and progress
- Response time
- complimentary initial consultation
- Years in business
- 25
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 3980 Premier Dr Ste 110, High Point, NC 27265
- Phone
- (336) 967-8197
- Website
- https://www.ameripriseadvisors.com/curtis.m.casey/
- curtis.m.casey@ampf.com
Services
- financial planning
- investment management
- retirement income strategies