Karen T McCanless - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Karen T McCanless offers personalized financial advice with a focus on women's financial strategies and has 34 years of experience.
Best for
- individuals seeking personalized financial advisory services
- women focused on financial planning
- families planning for education and retirement
Look elsewhere if
- clients looking for budget financial advice
- individuals needing quick, one-time consultations
Specialties
- women's financial strategies
- charitable giving strategies
- estate planning strategies
- family finances
- 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
- certified in behavioral finance
- focus on women's financial strategies
- offers complimentary initial consultations
- team approach with shared accountability
- Response time
- complimentary initial consultation
- Years in business
- 34
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 14120 Ballantyne Corporate Pl Ste 325, Charlotte, NC 28277
- Phone
- 7044694473
- Website
- https://www.ameripriseadvisors.com/Karen.T.Mccanless/
- Karen.T.Mccanless@ampf.com
Services
- financial advisory services
- investment management
- retirement planning
- estate planning