W Roger Purgason - Ameriprise Financial Services, Inc.
Why pick this one
W Roger Purgason offers personalized investment solutions and a complimentary initial consultation in Charlotte.
Best for
- individuals seeking personalized financial advice
- those wanting regular financial check-ins
Look elsewhere if
- clients looking for tax or legal advice
- those needing immediate securities transactions
Specialties
- personalized investment solutions
- financial planning
Certifications
- FINRA
What makes them different
- offers a complimentary initial consultation
- partners with clients to define financial goals
- provides regular check-ins and digital access for financial management
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 1105, Charlotte, NC 28210
- Phone
- 7045569250
- Website
- http://www.ameripriseadvisors.com/william.r.pur...
- william.r.purgason@ampf.com
Services
- financial advising
- investment advice