Rich Keelty - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Rich Keelty offers personalized financial planning services and has 10 years of experience in the Charlotte area.
Best for
- small business financial planning
- retirement planning
Look elsewhere if
- looking for budget-friendly options
- need quick, one-time financial advice
Specialties
- financial planning for small businesses
- retirement planning strategies
- intergenerational planning
- investment management
- wealth preservation strategies
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
What makes them different
- Rich Keelty has 10 years of experience as a financial advisor
- Offers personalized investment solutions
- Located in Charlotte, NC
- Provides a complimentary initial consultation
- Response time
- complimentary initial consultation
- Years in business
- 10
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4521 Sharon Rd Ste 300, Charlotte, NC 28211
- Phone
- 7049722350
- Website
- https://www.ameripriseadvisors.com/Richard.Keelty/
- Richard.Keelty@ampf.com
Services
- financial advising
- insurance
- investment management
- saving for education