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Taurus Pointe Wealth Management - Ameriprise Financial Services, LLC

Personalized financial guidance from Ameriprise in Winston-Salem.

5(1 reviews)
$$$
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About

Taurus Pointe Wealth Management - Ameriprise Financial Services, LLC provides financial planning and investment guidance from a Winston-Salem office at 2150 Country Club Rd, Suite 300. The team offers professional, personable service and trusted consulting through Ameriprise. Reviews highlight Jeff Shealy’s professionalism and knowledge, with strong recommendations for both him and Ameriprise.

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Location

2150 Country Club Rd #300, Winston-Salem, NC 27104, USA

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Services

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.

5.00 · 1 review

B

Bretta Gardner

via Google
· 10 months ago

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

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