Services Offered

Retirement Planning

Customized strategies to secure your financial future and ensure a comfortable retirement.

Investment Management

Personalized portfolio management and investment advice tailored to your goals and risk tolerance.

Wealth Protection

Comprehensive solutions for estate planning, insurance, and asset protection to safeguard your wealth.

Financial Consulting

Expert guidance on budgeting, tax planning, and overall financial strategy to optimize your finances.

Personalized Advisory Services

One-on-one consultations to develop and implement a holistic financial plan based on your unique needs.

Reviews

5(1 review)

B

Bretta Gardner

via Google

5 months ago

Jeff Shealy is wonderful - very professional and knowledgeable yet very personable with all he meets & works with. Would recommend him and Ameriprise!!

TP

Taurus Pointe Wealth Management - Ameriprise Financial Services, LLC

Name: Taurus Pointe Wealth Management - Ameriprise Financial Services, LLC
Address: 2150 Country Club Road, Winston-Salem, NC, 27104, US
Telephone: (336) 819-5701
Price range: $$$
Rating: 5

Your trusted partner for personalized wealth management and financial planning in Winston-Salem.

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financial-advisor

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About Taurus Pointe Wealth Management - Ameriprise Financial Services, LLC

Taurus Pointe Wealth Management, part of Ameriprise Financial Services, offers comprehensive financial advisory services in Winston-Salem, NC. Led by Jeff Shealy, our team provides personalized strategies for retirement planning, investment management, and wealth protection. We focus on building lasting relationships with clients through professional, knowledgeable, and personable guidance to help you achieve your financial goals with confidence.