Review Barrett-Johnson & Associates In charlottesville, virginia, united-states | Finance In Charlottesville
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Barrett-Johnson & Associates
908 E Jefferson St, Suite 201
Charlottesville,
Virginia,United-states - 22902
Detailed description is Barrett-Johnson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
I am passionate about working with my clients and want them to experience financial confidence now and in retirement.
I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers.
I want you to feel confident that the advice I provide reflects your unique dreams and goals..
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LICENSING.
I am licensed and registered to conduct business in VA..
Based on licenses and registrations I hold, I may also conduct business in AR, TX, ID, MI, SC, NY, CO, IN, GA, ND, PA, WV, OH, NC, CA, MD, MA, FL..
AR License #1222618.
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Experience.
I have been working with Ameriprise Financial since 1992..
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Awards & Recognition.
• Ameriprise Circle of Success, 1998-2010.
Qualifications.
• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner.
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Education.
• College for Financial Planning, 1993-1996; CFP designation, 1997.
• University of Virginia, Masters Degree 1993, Theology, Ethics and Culture.
• Rice Univeristy, MAT 1990; BA 1988, National Merit Scholar.
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Areas of Focus.
• Wealth Preservation Strategies.
• Women's Financial Strategies.
• Estate Planning Strategies.
• Retirement Planning Strategies.
• Charitable Giving.
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Interests.
• Family (married 21 years to David, with four children ages 16, 11, 10 and 8) .
• Church, Women's Bible Study group, and community involvement (The Senior Center, Leadership Charlottesville, Chamber Business Women's Roundtable, Leave a Legacy program, Women United in Philanthropy, helping at my children's school--Charlottesville Catholic School, UVA Club of Charlottesville) .
• Tennis, Skiing, Reading novels, Travel, Wine-tasting.
Community Participation.
The Senior Center, Inc., Board Member 2011-2014 term; former Board member 2003-2006; volunteer offering free financial and estate planning consultations to members of the center.
Leave a Legacy-Thomas Jefferson Area, Co-Chair; Charlottesville Area Planned Giving Council, Founding President.
Leadership Charlottesville Alumni Association, member and former board member; LC class 2000.
Women United in Philanthropy, donor member; United Way Day of Caring, team leader.
Member of Charlottesville-Albemarle Chamber of Commerce and current active participant in the Business Women's Roundtable; former co-chair of the Chamber Non-Profit Council.
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SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc.
is a broker-dealer and member of FINRA.
Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
Ameriprise Financial requests that visitors refrain from making endorsements of its investment advisory services..
Don’t use this page to submit questions about your investments or customer-service issues.
Instead, contact me directly.
Don’t expect a reply to your comments.
Please, don’t give investment advice or provide any client information.
Keep your comments relevant and please be respectful..
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While we maintain a presence on social media websites, we are not affiliated with them and we cannot control how they or other parties will use the information you share on it.
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Our pages are intended for US residents only.
Ameriprise Financial Services, Inc.
is a broker-dealer and member of FINRA.
Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide.
For your privacy, please don’t post account or service-related information on this page.
Instead, contact me directly.
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Established in the recent years Barrett-Johnson & Associates in charlottesville , virginia in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Barrett-Johnson & Associates is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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