Phillip Harris - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Phillip Harris specializes in retirement planning and holds multiple financial certifications including AAMS and AEP.
Best for
- retirement planning
- financial planning for domestic partners
- wealth management for high net worth clients
Look elsewhere if
- seeking a budget financial advisor
- looking for basic investment advice
Specialties
- retirement planning
- estate planning
- investment strategies
- financial planning for medical end-of-life needs
- financial issues surrounding divorce
Certifications
- CRPC
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- holds multiple financial designations including CRPC and AAMS
- specializes in financial planning for domestic partners
- provides estate planning services
- in-depth training on issues impacting seniors through CASL credential
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 120 Dry Ave Ste 101, Cary, NC 27511
- Phone
- 9199719345
- Website
- https://www.ameripriseadvisors.com/phillip.x.harris/
- phillip.x.harris@ampf.com
Services
- financial advising
- wealth management
- investment management