Mitch Hodgkiss - Private Wealth Advisor, Ameriprise Financial Services
Financial Service
Why pick this one
Mitch Hodgkiss has 28 years of experience and offers a complimentary initial consultation for tailored financial planning.
Best for
- comprehensive wealth management strategies
- families planning for education funding
- individuals looking for retirement income strategies
Look elsewhere if
- businesses needing corporate financial services
- clients seeking budget-only planning without investment options
Specialties
- retirement planning strategies
- estate planning strategies
- tax planning strategies
- family finances
- investments
Certifications
- CRPC™
- APMA®
- AAMS®
- ADPA®
- AEP®
- AIF®
- AWMA®
- BFA™
- CAP®
- CAS®
- CASL®
- CDFA®
What makes them different
- 28 years of experience
- dedicated team approach through Blue Cardinal Wealth Solutions
- focus on funding education and legacy planning
- comprehensive financial solutions tailored to client goals
- complimentary initial consultation offered
- 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
- (704) 916-6927
- Website
- https://www.ameripriseadvisors.com/mitch.hodgkiss/
- mitch.hodgkiss@ampf.com
Services
- wealth management
- financial planning