Dory Hux - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
Dory Hux has 25 years of experience and offers extensive financial planning services tailored to individual needs in Charlotte.
Best for
- comprehensive financial planning
- retirement strategy development
- investment management for individuals
Look elsewhere if
- limited budget for financial advisory services
- seeking basic tax preparation only
Specialties
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Cash Flow Management Strategies
- Tax Planning Strategies
Certifications
- APMA
- AAMS
- ADPA
- AEP
- AIF
- AWMA
- BFA
- CAP
- CASL
- CDFA
What makes them different
- 25 years of experience
- Offers complimentary initial consultation
- Team-based financial planning approach
- Specializes in various financial strategies for individuals and families
- Years in business
- 25
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277
- Phone
- (704) 541-9292
- Website
- https://www.ameripriseadvisors.com/dory.b.hux/
- dory.b.hux@ampf.com
Services
- Financial Planning
- Investment Management
- Estate Planning
- Insurance Services