Melissa Joy - Ameriprise Financial Services
Financial Service
Why pick this one
Melissa Joy - Ameriprise Financial Services provides personalized financial advice tailored to individual goals and has over 10,000 advisors nationwide.
Best for
- financial planning for individuals
- investment guidance
- retirement strategy development
Look elsewhere if
- seeking a firm with a single local advisor
- looking for budget financial services
Specialties
- personalized financial advice
- portfolio diversification
- investment risk protection
Certifications
- Accredited Asset Management Specialist™
- Accredited Domestic Partnership Advisor™
- Accredited Estate Planner®
- Accredited Investment Fiduciary®
What makes them different
- more than 10,000 advisors nationwide
- personalized recommendations based on individual goals
- regular meetings to review goals and investments
Distilled from this business's own website.
Contact & Location
- Address
- 183 Wind Chime Ct Ste 202, Raleigh, NC 27615
- Phone
- (919) 726-4046
- Website
- https://www.ameripriseadvisors.com/melissa.joy/
Services
- financial planning
- investment advisory
- retirement planning