Diane J Wimmer - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Diane J Wimmer is a CFP® financial advisor in Winston-Salem offering comprehensive advice to help clients pursue their financial goals.
Best for
- people seeking comprehensive financial planning
- clients needing investment and asset-management guidance
- individuals planning for retirement or estate needs
Specialties
- comprehensive financial advice
- asset management
- investment strategies
- estate planning
- retirement planning
Certifications
- CFP®
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
What makes them different
- Diane J Wimmer holds the CFP® designation
- Diane J Wimmer holds the AAMS® Accredited Asset Management Specialist™ designation
- Diane J Wimmer holds the ADPA® Accredited Domestic Partnership Advisor™ designation
- The practice offers comprehensive advice focused on clients' broader financial goals
- The website provides financial calculators and digital financial tools
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 1365 Westgate Ctr Dr, Suite A1, Winston Salem, NC 27103
- Phone
- 3366590172
- Website
- https://www.ameripriseadvisors.com/diane.j.wimmer/
Services
- financial planning
- investment management
- retirement planning
- estate planning guidance