Wendy Garrett - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Wendy Garrett has 11 years of experience and specializes in retirement planning strategies in Apex, NC.
Best for
- individuals seeking retirement planning
- women looking for financial strategies
- small business owners needing retirement plans
Look elsewhere if
- looking for budget-sensitive services
- wanting a one-time consultation without ongoing support
Specialties
- retirement planning strategies
- wealth preservation strategies
- business retirement plans
- women's financial strategies
Certifications
- AAMS®
- ADPA®
- AEP®
- AIF®
- APMA®
- AWMA®
- BFA™
- CAP®
- CAS®
- CASL®
- CDFA®
What makes them different
- offers a complimentary initial consultation
- provides personalized investment solutions
- focuses on regular client check-ins
- has 11 years of experience
- part of Ameriprise Financial Services, LLC
- Years in business
- 11
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 501 N Salem St Ste 101, Apex, NC 27502
- Phone
- 9842603109
- Website
- https://www.ameripriseadvisors.com/Wendy.Garrett/
- Wendy.Garrett@ampf.com
Services
- investment management
- financial planning
- cash flow management