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Blue Cardinal Wealth Solutions
Ameriprise Financial Services, LLC

Tel: (704) 916-6898
13830 Ballantyne Corporate Pl
Ste 200
Charlotte, North Carolina  28277
Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC | Financial Advisor in Charlotte,North Carolina

About Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC

Serving you in these unprecedented times. During the current period of market pressure, were watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, lets talk. Together we can determine what, if any actions, you can take. Were available to connect with you as is most convenient during this time, including by phone or online.


General Information

Specialties:   Retirement Planning Strategies, Retirement Income Strategies, Estate Planning Strategies, Retirement Plan Distribution, Tax Planning Strategies, Wealth Preservation Strategies, Women's Financial Strategies, Financial Strategies for LGBTQ Couples and Families, Saving for Education, Family Finances, Investments, Insurance

Office Hours

Monday   08:30 AM - 05:00 PM
Tuesday   08:30 AM - 05:00 PM
Wednesday   08:30 AM - 05:00 PM
Thursday   08:30 AM - 05:00 PM
Friday   08:30 AM - 05:00 PM

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