Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC

(on jefferson)
Financial and Investment Services in Charlottesville, VA
Financial and Investment Services

Hours

Monday
8:30AM - 5:30PM
Tuesday
8:30AM - 5:30PM
Wednesday
8:30AM - 5:30PM
Thursday
8:30AM - 5:30PM
Friday
8:30AM - 5:30PM
Saturday
Closed
Sunday
Closed

Location

908 E Jefferson St
Charlottesville, VA
22902

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

Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC Photo Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC Photo

Services

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Latest

“Give away kindness like you’ve got a hole in your pocket.” – Bob Goff, author of Love Does
We hope you can join us for our Wisdom for Life: Aging Well webinar on October 16!
When there’s uncertainty in the market, we can help you make the next right move.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Consider five factors that could influence stock prices in the final quarter of 2020.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Taylor, our Business Development Specialist, did some fly fishing in Shenandoah this past weekend and caught (and released :) ) a beautiful wild brook trout. Incredible spot patterns on these little guys!
Graham, our Director of Operations, and his wife, Rebecca, recently celebrated 20 years of marriage with some extended hikes! This one is near Grandfather Mountain.
All of us at ArkWise Wealth are proud to share that Working Mother magazine named Kimberlee Barrett-Johnson one of their Top Wealth Advisor Moms for 2020! Congratulations, Kimberlee and thank you to our wonderful clients for making this possible. https://www.ameripriseadvisors.com/team/arkwise-wealth/financial-advice-team/kimberlee.a.barrett-johnson
Aging well requires wisdom. That includes caring for our bodies. Join us on 10/16 to learn more about fitness routines that you can do from the comfort of your home.
Aging well requires wisdom. It forces us to slow down and focus on what’s important. Join us on 10/16 to consider travel in the age of COVID as one dimension of aging well.
Aging well requires wisdom. Does it mean staying where we are, or going somewhere new? Join us on 10/16 to explore the opportunities and challenges for those considering a move in 2020.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
From David's desk: Why can't everyone write like this? So refreshing . . . FOODANDWINE.COM Don't Be Weird About Cast Iron
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
For the Ameriprise National Day of Service last week, we had the privilege of serving at the Blue Ridge Area Food Bank. As always, the Food Bank did a great job of preparation. With safety protocols in place, we were able to assemble 250 bags of food for the holidays in two hours! Thanks to our amazing clients for volunteering to serve our community in such a practical way!
One of David's most recent sourdough loaves - Thomas Jefferson would be proud of this one!
Our job as a team of financial advisors is about more than money – it’s about helping people like you reach their goals.
Graham was out on the bike this weekend – but it was his first time on a mountain bike in a long time. He explored Biscuit Run. What a great new trail system! Do you have favorite mountain biking locations around Charlottesville (when the snow melts :) )?
Interested in serving our local neighbors in the Charlottesville community? Come join our team in volunteering at Blue Ridge Area Food Bank on February 12! We will be working from 2-4 p.m. and have the opportunity to learn about the needs of our community and the impact of our work. COVID CAUTION: The Food Bank is taking every precaution to protect volunteers, including: mask requirements, social distancing, ventilation, and reduced spatial capacity.
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
Looking for a safe, responsible, and impactful way to serve the local community? We welcome you to join our team in serving at Blue Ridge Area Food Bank on February 12. We will be working from 2-4 p.m. and have the opportunity to learn about the needs of our community and the role our work plays in meeting those needs.
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life. MARKETWATCH.COM You should have a purpose in retirement, too

Information

Company name
Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC in Charlottesville VA?
    You can reach them at: 434-296-6611. It’s best to call Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC on jefferson in Charlottesville?
    Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC is located at this address: 908 E Jefferson St Charlottesville, VA 22902.
  • What are Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC(Charlottesville, VA) store hours?
    Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 5:30PM, Sat-Sun: Closed.