Michael Ernest Spears - Ameriprise Financial Services
Investing
Why pick this one
Michael Ernest Spears - Ameriprise Financial Services is listed as a Crossbridge Private Wealth Advisor serving Kinston and Wilmington, with CRPC® and APMA® designations.
Best for
- Affluent individuals and families seeking customized wealth management
- Individuals approaching retirement
- Business owners implementing company retirement plans
- Clients needing coordinated investment, insurance, tax, estate, and retirement planning
Specialties
- Customized wealth management plans
- Investment planning
- Retirement planning
- Insurance planning
- Business retirement plans
- Estate and tax planning
Certifications
- CRPC®
- APMA®
- Investment Adviser Representative of Commonwealth Financial Network®
What makes them different
- Listed as a Private Wealth Advisor serving Crossbridge Financial Group's Kinston and Wilmington offices
- Crossbridge Financial Group has provided financial planning and investment advice since 1997
- Crossbridge Financial Group manages more than $1.65 billion in client assets as of January 2025
- Independent firm with no proprietary products
- Advisors develop customized plans based on client values, risk tolerance, and life objectives
- Serves
- Kinston, Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 2906 Hull Rd, Kinston, NC 28504-8238
- Phone
- +12525234026
- Website
- https://www.crossbridgefinancial.com/michael-e-spears
- arandisi@crossbridgefinancial.com
Services
- Wealth management
- Financial planning
- Investment advice
- Insurance planning
- Tax planning
- Retirement planning
- Charitable giving strategies
- Estate planning
- Education planning
- Coordination with CPAs and attorneys