Rice & Associates - Ameriprise Financial Services, Inc.
Business
Why pick this one
They provide personalized financial advising with a focus on Estate Planning Strategies and have been recognized by Forbes as a Best-in-State Wealth Management Team.
Best for
- personalized financial planning
- wealth management for individuals and families
- retirement planning strategies
Look elsewhere if
- budget-sensitive clients looking for minimal service
- those seeking exclusively online financial advising without in-person interaction
Specialties
- Estate Planning Strategies
- Investment Management
- Wealth Preservation Strategies
- Retirement Income Strategies
- Tax Planning Strategies
Certifications
- Certified Financial Planner
- Chartered Retirement Planning Counselor
What makes them different
- Forbes Best-in-State Wealth Management Teams, 2026
- Jim Rice, Ameriprise Circle of Success, 2016-2025
- personalized investment strategies based on client needs
- ongoing financial advice and regular check-ins
- Serves
- Charlotte, Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277
- Phone
- (704) 944-2060
- Website
- http://www.ameripriseadvisors.com/team/rice-associates/
- james.2.rice@ampf.com
Services
- financial advising
- wealth management
- retirement planning