Carmen Lance - Financial Advisor, Ameriprise Financial Services, LLC

Carmen Lance, a financial advisor at Ameriprise Financial Services, LLC, located at 317 Peachtree Street in Murphy, North Carolina, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, Carmen helps clients navigate the complexities of financial planning.

Potential clients can learn more about Carmen's background and qualifications on FINRA's BrokerCheck website, as well as review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Carmen also provides insights into the current market trends and offers guidance on whether the bull market rally will continue into 2024.

For those interested in taking the next step towards a more confident financial future, Carmen offers complimentary initial consultations to discuss financial planning concepts. While written analysis and recommendations are not provided during the initial consultation, clients can gain a better understanding of their financial goals and strategies.

Investment products offered by Ameriprise Financial Services, LLC are not insured by the FDIC or any federal agency and involve risks, including potential loss of principal. Carmen is a registered investment adviser, and securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Carmen can conduct securities business with residents of states where she is properly registered, as listed on FINRA's BrokerCheck website. Clients can schedule a meeting with Carmen to discuss their financial priorities, and Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC prioritizes privacy and security, with a dedicated Privacy and Security Center to protect clients' information. Carmen appreciates referrals and is committed to helping friends and family members achieve their financial goals. Clients can expect a follow-up from Carmen after a referral and are encouraged to inform their referral in advance.

Overall, Carmen Lance at Ameriprise Financial Services, LLC provides personalized financial planning services to help clients navigate their financial future with confidence and security.