David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC - Charlottesville, Virginia

David Barrett-Johnson - Expert Financial Planning in Charlottesville

Nestled in the heart of Charlottesville, Virginia, David Barrett-Johnson, a dedicated financial advisor at Ameriprise Financial Services, LLC, offers comprehensive financial planning and investment services to help clients secure their financial futures. With a commitment to personalized service and a client-first approach, David ensures that each individual's unique financial goals and aspirations are at the core of his guidance.

Main Services

• Financial Planning: David helps clients navigate the complex world of finance by creating tailored, strategic plans that align with their long-term objectives. This includes retirement planning, education savings, and estate planning.
• Investment Services: He offers a range of investment services, from portfolio management to asset allocation strategies, designed to help clients grow and preserve their wealth.
• Retirement Income Planning: David specializes in helping pre-retirees and retirees develop strategies to ensure a steady income throughout their retirement years.
• Insurance Planning: He assesses clients' risk tolerance and provides solutions to protect their hard-earned assets.

Location and Access

David Barrett-Johnson's office is conveniently located at 908 E Jefferson St, Suite 201, Charlottesville, VA 22902, United States. Situated in the historic downtown area, the office is easily accessible and offers ample parking options nearby. The Charlottesville Transit Service (CTS) bus stop is just a short walk away, providing public transportation convenience.

Featured Characteristics

• Experienced Professional: David brings years of experience in the financial services industry, ensuring clients receive knowledgeable and reliable advice.
• Personalized Approach: He takes the time to understand each client's unique financial situation and goals, offering customized solutions that cater to their specific needs.
• Comprehensive Services: David offers a wide range of financial services, making him a one-stop-shop for clients' financial planning needs.
• Wheelchair Accessibility: The office is wheelchair-accessible, ensuring all clients can access the services they need.

Practical Information

• Contact: To schedule an appointment, call 434-296-6611 or visit the website ameripriseadvisors.com.
• Business Hours: The office is typically open Monday through Friday, from 9:00 AM to 5:00 PM. However, it is recommended to contact the office directly to confirm hours or to schedule appointments.
• Parking: While the office does not have dedicated parking, there are several public parking lots and street parking options within a short walking distance.
• Appointments: Appointments are recommended, and online booking is available through the Ameriprise website.

Customer Reviews: While David Barrett-Johnson does not have any reviews on Google My Business, his commitment to client satisfaction and personalized service is evident in his approach to financial planning.