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

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

Main Services

• Financial Planning: Providing personalized financial guidance to help clients achieve their long-term goals and objectives.
• Investment Services: Offering a range of investment products and strategies to help clients grow and manage their wealth.
• Retirement Planning: Assisting clients in creating a comprehensive retirement plan to ensure a secure and comfortable post-work life.
• Insurance Services: Providing insurance solutions to protect clients' assets and livelihoods from unforeseen events.
• Tax Planning: Offering expert tax planning services to minimize clients' tax liabilities and maximize their after-tax returns.
• Estate Planning: Helping clients create a well-structured estate plan to ensure the smooth transfer of assets and minimize estate taxes.

Location and Access

David Barrett-Johnson's office is located at:

908 E Jefferson St #201
Charlottesville, VA 22902
United States

This office is situated in the heart of Charlottesville, Virginia, a vibrant college town surrounded by the stunning Blue Ridge Mountains. The office is easily accessible by car, with ample parking available in a wheelchair-accessible car park. The nearest public transportation option is the Charlottesville Area Transit (CAT) bus system, which offers regular services to downtown Charlottesville.

For those with mobility impairments, the office is wheelchair-accessible, with ramps and elevators providing easy access to all areas of the building. The office also has wheelchair-accessible seating and a toilet, ensuring that all clients receive the same level of service and comfort.

Featured Characteristics

* Personalized Service: As a financial advisor at Ameriprise Financial Services, LLC, David Barrett-Johnson provides personalized service to each of his clients, taking the time to understand their unique financial goals and objectives.
* Expert Knowledge: With years of experience in the financial services industry, David Barrett-Johnson has developed a deep understanding of the markets and products available to clients, enabling him to provide expert advice and guidance.
* Comprehensive Approach: David Barrett-Johnson takes a comprehensive approach to financial planning, considering all aspects of a client's financial situation and providing a holistic view of their overall financial health.
* Technology-Driven: The office is equipped with the latest technology, including financial software and online platforms, enabling David Barrett-Johnson to stay connected with clients and provide timely updates on their financial progress.
* Community Involvement: David Barrett-Johnson is actively involved in the Charlottesville community, participating in local events and organizations that support the local economy and promote financial literacy.

Practical Information

* Office Hours: The office is open Monday to Friday from 9:00 am to 5:00 pm, with extended hours available by appointment.
* Online Appointments: David Barrett-Johnson offers online appointments, making it easy for clients to schedule a meeting at a time that suits them.
* On-Site Services: The office provides on-site services, including financial planning and investment advice, ensuring that clients receive comprehensive support and guidance.
* Phone Number: The office phone number is 434-296-6611, providing clients with easy access to David Barrett-Johnson and his team.
* Website: David Barrett-Johnson's website is ameripriseadvisors.com, offering a wealth of information on financial planning and investment services.

Reviews and Testimonials

While David Barrett-Johnson's office has not yet received any reviews on Google My Business, his expertise and professionalism have earned him a reputation as a trusted and respected financial advisor in the Charlottesville community.

As a client of David Barrett-Johnson, you can expect personalized service, expert knowledge, and a comprehensive approach to financial planning. With his extensive experience and commitment to staying up-to-date with the latest financial trends and products, you can trust that you are in good hands with David Barrett-Johnson.

Overall, David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC, is an excellent choice for anyone seeking personalized financial planning and investment advice in Charlottesville, Virginia.