Curtis Mark Casey - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Curtis Mark Casey has 25 years of experience and offers a complimentary initial consultation for personalized financial advice.
Best for
- personal financial planning
- retirement income planning
Look elsewhere if
- short-term financial planning needs
- budget-sensitive 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
- offers personalized investment solutions
- comprehensive financial planning advice
- access to regular check-ins
- Ameriprise Platinum Financial Services advisor
- Response time
- initial consultation available
- Years in business
- 25
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 3125 Springbank Ln Ste H, Charlotte, NC 28226
- Phone
- 3369678197
- Website
- https://www.ameripriseadvisors.com/curtis.m.casey/
- curtis.m.casey@ampf.com
Services
- financial advisory services
- investment management