Mark Antonich - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
Mark Antonich has 29 years of experience and offers personalized wealth management strategies in Charlotte.
Best for
- individuals seeking financial planning and wealth management
- clients looking for comprehensive retirement strategies
Look elsewhere if
- clients needing budget-sensitive advisory services
- those seeking services outside of Charlotte
Specialties
- retirement planning strategies
- estate planning strategies
- tax planning strategies
- wealth preservation strategies
Certifications
- CFP®
- AAMS®
- ADPA®
- AEP®
- AIF®
- APMA®
- AWMA®
- BFA™
- CAP®
- CAS®
- CASL®
- CDFA®
What makes them different
- 29 years of experience
- Accredited Asset Management Specialist™
- Certified Financial Planner®
- Accredited Domestic Partnership Advisor™
- team-based approach to financial advising
- Years in business
- 29
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 8832 Blakeney Professional Dr, Ste 302, Charlotte, NC 28277
- Phone
- 7049442080
- Website
- https://www.ameripriseadvisors.com/mark.x.antonich/
- mark.x.antonich@ampf.com
Services
- financial advising
- wealth management