The Dobrick Little Group

at 183 Wind Chime Court, Suite 202, Raleigh , 27615 United States

1. Financial Services
2. Bank/Financial Service

Financial AdvisorA financial advisory practice of Ameriprise Financial Services, Inc

Description

Our Approach We are passionate about working with our clients and want them to experience financial confidence now and in retirement. We will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. We want you to feel confident that the advice we provide reflects your unique dreams and goals. Areas of Focus Women's Financial Strategies Retirement Planning Strategies Executive Compensation and Benefit Strategies Retirement Income Strategies Small Business Estate Planning Strategies Investments Employee Stock Options Retirement Plan Distribution Saving for Education We are licensed and registered to conduct business in NC. Based on licenses and registrations we hold, we may also conduct business in NY, FL, PA, TN, OH, VA, MD, NM, CO, SC. Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect * Professional help in clarifying your financial goals and priorities *If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives *Accurate information about our tailored solutions, including risks, benefits and costs What to bring * A list of any questions you have regarding your current financial situation * Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention * A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Professional Associations Kingdom Advisors Financial Planning Association SEE IMPORTANT DISCLOSURES: 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: 10:00- 18:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 16:00

Company Rating

157 FB users likes The Dobrick Little Group, set it to 18 position in Likes Rating for Raleigh, North Carolina in Bank/Financial Service category

Summary

The Dobrick Little Group is Raleigh based place and this enity listed in Financial Services category. Located at 183 Wind Chime Court, Suite 202 NC 27615. Contact phone number of The Dobrick Little Group: (919) 322-4236