Kari Nelson Flores - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Kari Nelson Flores has 22 years of experience and numerous financial planning certifications, making her a well-qualified financial advisor in Raleigh.
Best for
- retirement planning
- tax and estate planning
- family financial strategies
Look elsewhere if
- seeking low-cost financial solutions
- needing quick one-time financial advice
Specialties
- Retirement Planning Strategies
- Tax Planning Strategies
- Estate Planning Strategies
- Family Finances
- Saving for Education
- Women's Financial Strategies
- Investment Management
Certifications
- CFP®
- MPAS™
- APMA®
- AAMS®
- ADPA®
- AEP®
- AIF®
- AWMA®
- BFA™
- CAP®
What makes them different
- Accredited Estate Planner® designation
- Accredited Financial Fiduciary® designation
- Offers personalized investment solutions
- Available for complimentary initial consultations
- Involvement in community service events
- Years in business
- 22
- Serves
- Raleigh, Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 4030 Wake Forest Rd Ste 108, Raleigh, NC 27609
- Phone
- 9195104944
- Website
- https://www.ameripriseadvisors.com/team/savidge...
- Kari.L.Nelson@ampf.com
Services
- financial advising
- wealth management
- investment planning