Wind Chime Wealth Partners
Financial Advising
Why pick this one
Wind Chime Wealth Partners offers personalized investment strategies tailored to individual financial goals and has won the Ameriprise Client Experience Award from 2020 to 2023.
Best for
- personalized financial planning
- retirement strategy development
Look elsewhere if
- looking for purely online consultations
- seeking minimal engagement with advisors
Specialties
- Women's Financial Strategies
- Retirement Planning Strategies
- Estate Planning Strategies
Certifications
- Certified Financial Planner
- Certified Kingdom Advisor
What makes them different
- Client Experience Award from Ameriprise 2020-2023
- Personalized investment strategies based on individual needs
- Regular discussions on goals and life events
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 183 Wind Chime Ct, Raleigh, NC 27615-6461
- Phone
- +19193224236
- Website
- https://www.ameripriseadvisors.com/team/the-dob...
- brenda.l.dobrick@ampf.com
Services
- financial advising
- investment management
- retirement planning