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C Theodore Hicks - Ameriprise Financial Services, LLC

 
1225 Crescent Grn Ste 100
Cary, NC 27518
(919) 851-5500
financial consultant
www.ameripriseadvisors.com
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theodore.2.hicks@ampf.com
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.

Hours of Operation

Mon-Fri 8am-5pm

Products and Services

Employee Stock Options
Estate Planning Strategies
Retirement Planning Strategies

Our Specialties: Investment Management, Retirement Planning Strategies, Intergenerational Planning, Retirement Income Strategies, Estate Planning Strategies, Charitable Giving, Wealth Preservation Strategies, Tax Planning Strategies, Employee Stock Options, Executive Compensation and Benefit Strategies

Memberships and Associations

CFP

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