Stephen A Sweet - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Stephen A Sweet specializes in estate planning and holds multiple financial certifications, including Accredited Asset Management Specialist.
Best for
- individuals seeking comprehensive financial planning
- couples in domestic partnerships needing financial advice
- retirees looking for investment strategies
Look elsewhere if
- seeking budget-only financial advice
- looking for purely transactional investment services
Specialties
- financial planning
- investment strategies
- estate planning
- retirement planning
- wealth management
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- multiple financial planning certifications
- focus on estate planning and retirement needs
- Accredited Investment Fiduciary
- behavioral financial advising
- services tailored for seniors
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 10130 Mallard Creek Rd, Ste 300, Charlotte, NC 28262
- Phone
- 7045037524
- Website
- https://www.ameripriseadvisors.com/stephen.a.sweet/
- stephen.a.sweet@ampf.com
Services
- financial advisory services
- investment management
- estate planning
- retirement planning