James Shoemaker - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
James Shoemaker provides personalized financial advice and has over 43 years of experience in financial advising.
Best for
- individuals seeking retirement planning
- clients needing customized investment strategies
- those interested in comprehensive financial advice
Look elsewhere if
- budget-sensitive clients
- those looking for quick, transactional financial services
Specialties
- investments
- retirement planning strategies
- retirement income strategies
- women's financial strategies
- education planning
Certifications
- FINRA
- SIPC
- Investment Management Consultants Association
What makes them different
- comprehensive financial advice tailored to individual goals
- custom investment strategies designed based on client needs
- regular check-ins to adapt financial plans
- secure digital access for clients to manage their accounts
- recognized as one of TIME’s Most Iconic Companies of 2026
- Response time
- complimentary initial consultation
- Years in business
- 43
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13739 Steele Creek Rd Unit 200, Charlotte, NC 28273
- Phone
- 7046494548
- Website
- https://www.ameripriseadvisors.com/JAMES.SHOEMAKER/
- JAMES.SHOEMAKER@ampf.com
Services
- financial planning
- investment advice
- insurance
- annuities