Kevin Gunter - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Kevin Gunter provides Greensboro financial advice and holds AAMS®, ADPA®, AEP®, and CRPC™ designations.
Best for
- retirement planning
- asset management
- estate planning
- wealth transfer planning
- domestic partners planning for financial and medical end-of-life needs
Specialties
- asset management
- retirement planning
- estate planning
- wealth transfer planning
- financial and medical end-of-life planning for domestic partners
- insurance products
Certifications
- MBA
- CRPC™
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
- AEP® Accredited Estate Planner®
What makes them different
- Holds the ADPA® designation covering wealth transfers, federal taxation, retirement planning, and financial and medical end-of-life needs for domestic partners
- Holds the AAMS® designation covering asset allocation, investment strategies, estate planning, retirement investment opportunities, and insurance products
- Holds the CRPC™ designation
- Provides access to Ameriprise digital financial tools, calculators, and market and economic insights
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 401 N Edgeworth St, Ste A, Greensboro, NC 27401
- Phone
- 3363159410
- Website
- https://www.ameripriseadvisors.com/kevin.b.gunter/
Services
- personalized financial advice
- investment planning
- retirement planning
- estate planning
- financial goal planning