Karen T McCanless - Ameriprise Financial Services, LLC
Financial Service
Why pick this one
Karen T McCanless specializes in women's financial strategies and offers personalized advice tailored to individual financial goals.
Best for
- women seeking financial planning
- individuals needing estate planning
- those preparing for retirement
Look elsewhere if
- looking for budget-oriented services
- needing high-frequency trading advice
Specialties
- Women's Financial Strategies
- Charitable Giving Strategies
- Estate Planning Strategies
- Retirement Planning Strategies
- Saving for Education
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
What makes them different
- 34 years of experience
- personalized financial advice based on individual goals
- accredited asset management and estate planning specialist
- focus on women's financial strategies
- complimentary initial consultation offered
- Response time
- Initial consultation provides an overview of financial planning concepts.
- Years in business
- 34
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4521 Sharon Rd Ste 300, Charlotte, NC 28211
- Phone
- (704) 916-6873
- Website
- https://www.ameripriseadvisors.com/Karen.T.Mccanless/
- Karen.T.Mccanless@ampf.com
Services
- financial advising
- investment management
- retirement planning
- estate planning