Company

Blue Cardinal Wealth Solutions

Financial Services 4521 Sharon Road 4 employees

Employees: 4
Contacts: 2
Emails: 2
Phones: 1

www.ameripriseadvisors.com LinkedIn

Blue Cardinal Wealth Solutions Overview

Headquarters: 4521 Sharon Road
Website: www.ameripriseadvisors.com
Industry: Financial Services
Employees: 4
Founded: 2015
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Charlotte

About Blue Cardinal Wealth Solutions

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive: - 1:1 financial advice based on your goals and needs. - Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. - Regular meetings to review your goals, progress, and investments. - Anytime access to your investments and digital tools to help you stay on track.

Blue Cardinal Wealth Solutions Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Blue Cardinal Wealth Solutions Org Chart

Sample employees and titles

Name	Title	Location	Contact
Melissa Saleeby	Financial Advisor, Managing Director	Charlotte Metro, United States	Email
Mitch Hodgkiss, Crpc, Apma	Private Wealth Advisor, Managing Director at Blue Cardinal Wealth Solutions	Charlotte, North Carolina, United States	View
Tommy Truman	Financial Advisor, Managing Director, Blue Cardinal Wealth Solutions	Charlotte, North Carolina, United States	Email Phone