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Alex Bishop - Ameriprise Financial Services, Inc.

(704) 896-9985 9525 Birkdale Crossing Dr, Ste 308, Huntersville, NC 28078 M-Th 9am-5pm, F 9am-1pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

The advisor listed is an Ameriprise financial advisor in Huntersville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I accept clients by referral only. The clients I serve best have the following qualities: They are financial delegators: They appreciate and are willing to follow the advice of a professional They want to focus on what's important to them: They can focus their valuable time and energy on those things in life that are most important to them. They are passionate about their goals: My clients believe that in order to achieve their goals, it may require both money and planning. My ideal clients appreciate my commitment to all the financial details and recommendations including the course corrections, as required, several times each year. They value our work together: My clients appreciate advice and guidance. Due to the high level of interaction and attentions, my services make the most sense for families who have accumulated $1,000,000 or more, outside of the value of their home. They enjoy simplicity: They enjoy the simplicity, freedom and peace of mind that come from having a plan in place and having their financial assets reviewed by a single financial advisor. They appreciate the candid truth: They want to hear the truth regarding their financial situation, no matter what. The initial meeting lasts about an hour and is complimentary. Disclosure: The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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