Paul Terrey - Financial Advisor, Ameriprise Financial Services, LLC
1415 North Carolina 54, Durham, NC 27707
Location & Phone number
1415 NC-54 Ste 115, Durham, NC 27707, United States
About the Business
Paul Terrey - Financial Advisor at Ameriprise Financial Services, LLC, located at 1415 North Carolina 54 in Durham, North Carolina, offers personalized financial planning and investment services. With a focus on your individual goals and risk tolerance, Paul provides recommendations on asset allocation and portfolio management. Regular meetings are scheduled to review progress and make adjustments as needed. Clients have access to their investments and accounts from any device, allowing for easy tracking of their financial goals.
To learn more about how Paul can help you achieve financial success, schedule a complimentary initial consultation. Whether you are planning for retirement, education, or a major purchase, Paul will work with you to create a customized financial plan. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available to clients.
Please note that investment products involve risks and are not insured by the FDIC or any federal agency. Paul Terrey is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with security and protection.
If you know someone who could benefit from Paul's financial expertise, feel free to refer them for a consultation. Ameriprise Financial values privacy and security, ensuring that clients' information is protected. Contact Paul Terrey today to start planning for a more confident financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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