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Sheri Bistreich, CFP®

Ameriprise Financial Services

642 Signal Hill Dr Ext
Statesville, NC 28625
Phone: (704) 872-8181
Fax: (704) 872-8133

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Household Income Minimum: $0
Investable Asset Minimum: $400,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

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