Melissa Saleeby - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Melissa Saleeby has 28 years of experience in financial advising and specializes in retirement planning strategies.
Best for
- individuals seeking retirement planning
- families looking for wealth preservation strategies
- LGBTQ couples needing tailored financial advice
Look elsewhere if
- budget-sensitive financial needs
- straightforward investment management without comprehensive planning
Specialties
- retirement planning strategies
- wealth preservation strategies
- financial strategies for LGBTQ couples and families
- women's financial strategies
- estate planning strategies
Certifications
- CRPC™
- AAMS®
- ADPA®
- AEP®
- AIF®
- APMA®
- AWMA®
- BFA™
- CAP®
- CAS®
- CASL®
- CDFA®
What makes them different
- 28 years of experience
- focus on comprehensive financial solutions
- certified in multiple financial planning specializations
- team approach to financial advising
- Years in business
- 28
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4521 Sharon Rd Ste 300, Charlotte, NC 28211
- Phone
- 7049166932
- Website
- https://www.ameripriseadvisors.com/Melissa.Saleeby/
- Melissa.Saleeby@ampf.com
Services
- financial advising
- investments
- insurance