Roderick L Barnes - Ameriprise Financial Services, Inc.
Why pick this one
Roderick L Barnes holds multiple financial certifications and specializes in estate and retirement planning in Huntersville, NC.
Best for
- comprehensive financial planning
- investment management for retirees
- estate planning
Look elsewhere if
- simple tax preparation
- budget financial advice
Specialties
- financial planning
- investment management
- estate planning
- retirement planning
Certifications
- MSFS
- Ph.D.
- CFP
- ChFC
- CLU
- AEP
- AAMS
- ADPA
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- holds multiple advanced financial certifications
- specializes in comprehensive financial planning and management
- known for their commitment to ethical practices
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 403 Gilead Rd Ste K, Huntersville, NC 28078
- Phone
- 7048953771
- Website
- http://www.ameripriseadvisors.com/roderick.l.ba...
- roderick.l.barnes@ampf.com
Services
- financial services