Jim Rice - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
Jim Rice has 26 years of experience and is a CFP® offering investment management and wealth preservation strategies in Charlotte.
Best for
- comprehensive financial planning
- wealth management strategies
- retirement planning
Look elsewhere if
- basic financial advice without personalized strategies
- individuals looking for budget-focused financial services
Specialties
- Investment Management
- Wealth Preservation Strategies
- Tax Planning Strategies
- Retirement Planning Strategies
- Estate Planning Strategies
Certifications
- CFP®
- BFA™
- CEPA®
- AAMS®
- ADPA®
- AEP®
- AIF®
- APMA®
- AWMA®
What makes them different
- 5.0 / 5 client satisfaction rating based on 55 reviews
- Forbes Best-in-State Wealth Management Teams, 2023, 2025 & 2026
- Managing Partner of Cordian Wealth is Jim Rice
- Offers complimentary initial consultation
- Years in business
- 26
- Serves
- Charlotte, Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 8832 Blakeney Professional Dr, Ste 302, Charlotte, NC 28277
- Phone
- 7049442060
- Website
- https://www.ameripriseadvisors.com/team/cordian...
- james.2.rice@ampf.com
Services
- Financial advisory
- Wealth management