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Home > Financial Planner Directory > Georgia > Marietta > Charles J. Weber, CFP®, CRPC®, MBA

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Charles J. Weber, CFP®, CRPC®, MBA

Ameriprise Financial Services, Inc.

1501 Johnson Ferry Rd
Ste 125
Marietta, GA 30062-6485
Phone: (678) 285-1202
Fax: (678) 285-1215

Toll-free: (866) 690-6615

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Estate Planning
Insurance
Retirement
Long-term Care

How Planner Charges

Combination Fee/Commission

Considerations: Wrap accounts (% of Managed Assets) for Brokerage, fee based ongoing Financial Planning, and commission for other Financial Products including insurance, annuities, and REITs

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.