Lynette Gilley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
Lynette Gilley specializes in estate planning and holds the CFP certification, providing comprehensive financial advisory services in Huntersville.
Best for
- individuals planning for retirement
- clients needing estate planning
- domestic partners requiring financial guidance
Look elsewhere if
- looking for budget financial services
- seeking minimal investment advice
Specialties
- retirement planning
- wealth transfer strategies
- estate planning
Certifications
- CFP
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- Holder of multiple financial certifications including CFP and AEP
- Specializes in dealing with clients' estate planning needs
- Offers wealth transfer strategies for individuals and domestic partners
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 403 Gilead Rd, Ste K, Huntersville, NC 28078
- Phone
- 7046070734
- Website
- https://www.ameripriseadvisors.com/tammy.l.gilley/
- tammy.l.gilley@ampf.com
Services
- financial planning
- investment management
- insurance products