Richardson, James, AGT

Write a Review919-874-0024

CLOSED NOW - Opens at 8:30am

The advisor listed is an Ameriprise financial advisor in Raleigh. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My goal as a financial advisor is to provide you with ongoing personalized financial planning that starts with you, not the numbers. You as a starting point means working with you by taking the time to understand every aspect of your current financial situation, listening to your dreams and aspirations, providing you with the benefit of my knowledge and experience, and explaining your options to help you make informed decisions. Because I want to provide the best possible advice and service possible, I continue to maintain the CFP, ChFC and APMA professional certifications by completing regular continuing education programs. My passion as your financial advisor is helping you create your financial plan by focusing on areas of retirement planning,wealth management, and estate planning strategies as you pursue your short and long-term goals. These areas of focus are only a few of the components that contribute to creating your plan. Together, we'll address them all and create a tailored plan based on your needs and objectives. We will review your plan regularly to help keep you on track as your financial situation and needs change. I believe that working with a knowledgeable and experienced financial advisor can help you feel more confident about your financial outlook as you pursue your dreams and goals.