James McCuaig - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
James McCuaig - Ameriprise Financial Services, LLC provides goal-based advice, diversified portfolio recommendations, regular investment reviews and digital investment access.
Best for
- Individuals seeking financial advice based on personal goals
- Clients wanting diversified portfolio recommendations
- People seeking regular reviews of financial goals, progress and investments
- Clients wanting digital access to investments and financial tools
What makes them different
- Advice is based on individual goals and needs
- Personalized recommendations include diversified portfolios and solutions to help protect against uncertainty
- Regular meetings are offered to review goals, progress and investments
- Anytime access to investments and digital tools is provided
- Ameriprise has more than 10,000 advisors
Distilled from this business's own website.
Contact & Location
- Address
- 3608 W Friendly Ave, Ste 211, Greensboro, NC 27410
- Phone
- (336) 574-3160
- Website
- https://www.ameripriseadvisors.com/James.McCuaig/
Services
- one-to-one financial advice
- financial goal planning
- diversified portfolio recommendations
- financial protection solutions
- investment reviews
- digital investment access