3/14/2024 0 Comments Charles schwartz ameriprise![]() For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Financial Advisor Business Financial Advisor 928.771.2007 charles.f. Client Satisfaction 5.0 / 5 rating based on 19 reviews Ameriprise Financial was named one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. Past performance is not an indication of future results. ![]() SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Prescott 551 Skyview Drive Prescott, AZ 86303-5827 Phone 928.771.2007 Email charles.f. Office Hours Meetings are by appointment only, either at my office or yours. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. As an Ameriprise financial advisor serving clients in the Prescott, AZ area, Charles Fw Schwartz will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. Data provided by SHOOK ® Research, LLC – Data as of 3/31/23. ![]()
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