Roger Calhoun - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Roger Calhoun is a Winston-Salem financial advisor with AAMS®, ADPA® and AEP® designations plus an MBA.
Best for
- retirement planning
- estate planning
- wealth transfers
- financial planning for domestic partners
- investment strategy and asset management
Specialties
- asset management
- estate planning
- retirement planning
- wealth transfers
- investment strategies
- insurance products
Certifications
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
- AEP® Accredited Estate Planner®
- MBA
What makes them different
- Holds AAMS®, ADPA® and AEP® designations
- Has an MBA
- AEP® designation covers estate planning
- ADPA® designation covers wealth transfers, federal taxation, retirement planning, and end-of-life planning for domestic partners
- AAMS® coursework covers asset allocation, investment strategies, estate planning, retirement investments, small business owners, and insurance products
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 1365 Westgate Ctr Dr Ste A1, Winston Salem, NC 27103
- Phone
- 3367651985
- Website
- https://www.ameripriseadvisors.com/roger.l.calhoun/
Services
- personalized financial advice
- financial planning
- investment planning
- estate planning
- retirement planning