John Proia - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
John Proia serves Greensboro as a CFP® with AAMS®, ADPA® and AEP® designations covering asset management, domestic partnerships and estate planning.
Best for
- retirement investment planning
- estate planning
- domestic partnership financial planning
- asset allocation and investment strategy
- financial goal planning
Specialties
- asset management
- estate planning
- retirement planning
- wealth transfer planning
- domestic partnership planning
Certifications
- CFP®
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
- AEP® Accredited Estate Planner®
What makes them different
- Holds CFP® certification
- Holds AAMS® designation covering asset allocation, investment strategies, estate planning, retirement investments and insurance products
- Holds ADPA® designation focused on domestic-partner wealth transfers, taxation, retirement and end-of-life planning
- Holds AEP® Accredited Estate Planner® designation
- Provides access to digital financial tools and financial calculators
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 7 Corporate Center Ct, Ste B, Greensboro, NC 27408
- Phone
- 3368081345
- Website
- https://www.ameripriseadvisors.com/john.n.proia/
Services
- personalized financial advice
- investment planning
- financial goal planning
- insurance planning