James Shoemaker - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
James Shoemaker has 43 years of experience and provides personalized investment strategies tailored to client needs.
Best for
- comprehensive financial planning
- retirement planning for women
- clients seeking personalized investment advice
Look elsewhere if
- those looking for budget-only options
- clients needing only basic or transactional financial services
Specialties
- retirement planning strategies
- personalized investments
- women's financial strategies
Certifications
- FINRA
- SIPC
What makes them different
- 43 years of experience
- personalized investment strategies based on client needs
- specializes in women's financial strategies
- offers secure digital access to accounts
- backed by Ameriprise Financial, recognized as one of TIME’s Most Iconic Companies
- Response time
- complimentary initial consultation available
- Years in business
- 43
- 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/JAMES.SHOEMAKER/
- JAMES.SHOEMAKER@ampf.com
Services
- financial advising
- investment management
- insurance solutions