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Lisa Irby Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
1022 Edenton Street, Birmingham, Alabama, United States
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About the Lisa Irby Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Irby Gaddis is a financial advisor at Ameriprise Financial Services, LLC located at 1022 Edenton Street in Birmingham, Alabama, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various client needs. Lisa's dedication to continuing education and adherence to ethical standards make her a trusted advisor for individuals, retirees, small business owners, and high net worth clients seeking comprehensive financial guidance.
Photos of Lisa Irby Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
1022 Edenton St, Birmingham, AL 35242, United States
Opening hours of Lisa Irby Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Lisa Irby Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
"Lisa and Kenn are like family. They treat you like family and they make decisions based on what is best for you and your family. I highly recommend Lisa to be anyone’s financial advisor."
"Stopped to find phone"
"Lisa did an amazing job helping me sort through all the paperwork from my father's inheritance. The funds were in all sorts of different accounts; IRAs, Annuities, Life Insurance, Brokerage etc.... I did not have a clue about what is qualified or non-qualified. Lisa spent hours with me sorting through everything to come up with a plan that will minimize my taxes and grow the money. She is warm, understanding, compassionate and enjoyable to work with. I highly recommend calling her if you need help with your finances!"
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