Sean Liam McNally - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
Sean Liam McNally has 30 years of experience and specializes in wealth preservation strategies in Charlotte, NC.
Best for
- individuals seeking personalized financial planning
- clients looking for comprehensive estate planning
- high net worth clients needing investment management
Look elsewhere if
- those needing a quick one-time financial screening
- clients seeking minimal engagement or infrequent check-ins
Specialties
- wealth preservation strategies
- executive compensation and benefits strategies
- charitable giving strategies
- estate planning strategies
- investment management
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
What makes them different
- 30 years of experience
- offers complimentary initial consultations
- focus on personalized financial advice
- accredited in multiple areas of financial planning
- Years in business
- 30
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1515 Mockingbird Lane Ste 700, Charlotte, NC 28209
- Phone
- 7049982409
- Website
- https://www.ameripriseadvisors.com/Sean.McNally/
- Sean.McNally@ampf.com
Services
- financial planning
- retirement planning
- tax planning
- insurance
- business retirement plans