Josh Patterson - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Josh Patterson has 20 years of experience and specializes in comprehensive financial planning for families and businesses in Charlotte.
Best for
- family finance management
- retirement income strategy
- insurance planning
Look elsewhere if
- budget-sensitive clients
- individuals seeking basic financial products without planning
Specialties
- family finances
- retirement planning strategies
- insurance
- estate planning
- wealth management
Certifications
- APMA
- AAMS
- ADPA
- AEP
- AIF
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
What makes them different
- 20 years of experience
- comprehensive financial advice
- team approach to financial planning
- focused on successful families and businesses
- complimentary initial consultation
- Years in business
- 20
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4521 Sharon Rd, Ste 300, Charlotte, NC 28211
- Phone
- 7049166921
- Website
- https://www.ameripriseadvisors.com/Joshua.D.Patterson/
- Joshua.D.Patterson@ampf.com
Services
- financial advising
- investment management
- financial planning