Jim Bengala - Financial Advisor, Ameriprise Financial Services, LLC
Fire And Water Damage Restoration
Why pick this one
Jim Bengala is a CFP® Financial Advisor in Greenville, NC and an Ameriprise Platinum Financial Services® Advisor.
Best for
- asset management
- estate planning
- retirement planning
- small business owner financial planning
- domestic partnership financial planning
Look elsewhere if
- fire and water damage restoration
- emergency property damage response
Specialties
- asset management
- estate planning
- retirement investment planning
- financial planning for small business owners
- insurance products
Certifications
- CFP®
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
- Ameriprise Platinum Financial Services® Advisor
What makes them different
- Jim Bengala is a CFP® Financial Advisor
- Jim Bengala is an Ameriprise Platinum Financial Services® Advisor
- The listed AAMS® qualification covers asset allocation, investment strategies, estate planning, retirement investment opportunities and insurance products
- The listed ADPA® designation addresses domestic partnership planning
- Serves
- Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 300 A W Arlington Blvd, Greenville, NC 27834
- Phone
- 2523555222
- Website
- https://www.ameripriseadvisors.com/james.m.bengala/
Services
- personalized financial advice
- comprehensive financial advice
- investment planning
- financial goal planning