GuideSource Wealth Advisors - Ameriprise Financial Services, LLC
Why pick this one
GuideSource Wealth Advisors has been offering personalized financial strategies for over 130 years and is located in Charlotte and Boone, NC.
Best for
- individuals seeking personalized investment solutions
- clients looking for comprehensive financial planning
Look elsewhere if
- those needing low-cost, budget-based financial advice
- clients looking for strictly digital, impersonal advisory services
Specialties
- retirement planning
- investment management
- family finances
Certifications
- CFP
- CRPC
- AWMA
- APMA
- MPAS
What makes them different
- operates as a private wealth advisory practice of Ameriprise Financial Services, LLC
- named one of TIME’s America’s Most Iconic Companies of 2026
- offers personalized financial advice based on individual goals
- provides secure digital access to client accounts
- recognized by Forbes as a Best-in-State Wealth Management Team in 2023, 2025, and 2026
- Years in business
- 130
- Serves
- Charlotte, Boone
Distilled from this business's own website.
Contact & Location
- Address
- 3125 Springbank Ln Ste H, Charlotte, NC 28226
- Phone
- 7045409913
- Website
- https://www.ameripriseadvisors.com/team/guideso...
- gregory.p.arthur@ampf.com
Services
- financial advisory
- wealth management