Paul Zodtner, Financial Advisor with Fitzpatrick, Zodtner & Associates

at 13830 Ballantyne Corporate Place, Suite 200, Charlotte , 28277 United States

1. Financial Services
2. Bank/Financial Service

A financial advisory practice of Ameriprise Financial Services, Inc. I am passionate about working with my clients.

Description

Today, it's natural to have questions about your retirement, even if you've saved and planned for it. With our exclusive Confident Retirement® approach, we'll help you find answers and take the first step toward creating a road map to the future you want. We'll talk through the four basic principles of retirement: (1) covering essential expenses, (2) ensuring your lifestyle, (3) preparing for the unexpected and (4) leaving a legacy. And I'll help you make adjustments as needed so you can retire on your terms. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. Please feel free to message me, or contact me directly at paul.zodtner@ampf.com. Please visit my website below for additional information. Disclosure Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

151 FB users likes Paul Zodtner, Financial Advisor with Fitzpatrick, Zodtner & Associates, set it to 13 position in Likes Rating for Charlotte, North Carolina in Bank/Financial Service category

Summary

Paul Zodtner, Financial Advisor with Fitzpatrick, Zodtner & Associates is Charlotte based place and this enity listed in Financial Services category. Located at 13830 Ballantyne Corporate Place, Suite 200 NC 28277. Contact phone number of Paul Zodtner, Financial Advisor with Fitzpatrick, Zodtner & Associates: (704) 916-6893