Kelley Wheaton - Ameriprise Financial Services, LLC

(on friendly ave)
Financial and Investment Services in Greensboro, NC
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

3608 W Friendly Ave
Greensboro, NC
27410

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Kelley Wheaton - Ameriprise Financial Services, LLC Photo Kelley Wheaton - Ameriprise Financial Services, LLC Photo

Latest

Our team is growing! Help us welcome Rich Edmonds to our team as a Client Service Specialist.
Silver Linings: "I’m really trying to think positive thoughts right now, during a time where it seems there is so much to be worried about. Then, I think about my dad. I can hear him saying, “Tam, things are never as bad as they seem”. In hindsight, when I think back to some those times, I can’t even recall what I was worried about! I know if he was here with me now, he would still be saying the same thing. And he was right. Despite everything going on in the world today, we must look for the positive in each of our lives. That’s my silver lining - recalling the age-old wisdom from my father and the knowledge there is still so much to be thankful for." -Tammy
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021. CNBC.COM Open enrollment is coming up — here’s what to watch out for
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Staying focused amidst uncertainty can help you reach your future financial goals.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Hear from Debra, our Marketing and Operations Manager, on her biggest inspiration and mentor in the business world. #Businesswomensweek
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help. AMERIPRISE.COM Dealing with job loss
Hear from Megan, our Marketing and Operations Specialist, on the women in her life that have pushed her to be confident and successful in the business world. #Businesswomensweek
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Businesswomen's week continues with Kelley, our Associate Financial Advisor, and what being a successful woman in business means to her!
Random Acts of Kindness: "Recently, I was reading the news online. I read about Hurricane Laura and the damage the storm gave to victims. A McDonald’s business owner gave away 10,000 free meals from a portable restaurant to help feed families in need of a hot meal. The meals consisted of a brown bag comprised of a McDonald’s cheeseburger, fries, and water. Many of the families in Louisiana are still without electricity and running water, despite the storm making landfall two weeks ago. This act of kindness benefited the entire community and helped take off some stress for struggling families" -Matthew
Are you saving your cash for college in the most efficient way possible? REALSIMPLE.COM 4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. AMERIPRISE.COM Video: Insights for election and COVID-19 conditions
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
When was the last time you blew bubbles?!?!? What a sugar rush. We had soooo much fun and a number a laughs! Happy National Bubble Gum Day!
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring. FORBES.COM How President Joe Biden Will Impact Your Personal Finances
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids

Information

Company name
Kelley Wheaton - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Kelley Wheaton - Ameriprise Financial Services, LLC in Greensboro NC?
    You can reach them at: 336-574-3160. It’s best to call Kelley Wheaton - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Kelley Wheaton - Ameriprise Financial Services, LLC on friendly ave in Greensboro?
    Kelley Wheaton - Ameriprise Financial Services, LLC is located at this address: 3608 W Friendly Ave Greensboro, NC 27410.
  • What are Kelley Wheaton - Ameriprise Financial Services, LLC(Greensboro, NC) store hours?
    Kelley Wheaton - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.