Check out some of our upcoming webinars this month and next! Visit our website for more details guidingpointgroup.com
GuidingPoint Financial Group
金融服务
Cordova，Tennessee 56 位关注者
We inspire generations of clients to live amazing lives by helping them make smart financial decisions.
关于我们
A private wealth advisory practice of Ameriprise Financial Services, LLC We’ve been in business a long time, and over time, we have developed a process for working with our clients that focuses on helping to guide them into a position to succeed. The first step of that process is asking the right questions to get a picture of your financial situation and where you are today. The second is understanding what your goals are for the future. The third step provides an honest assessment of how attainable those goals are. Which goals are highly realistic? Which are your priorities? The fourth step is to explore what actions we need to take to help get there. Then finally, we have a conversation about how comfortable you are with these actions. Are they things that you think you can do? How can we help you stay on track? We’ll build on this conversation at every check-in. We believe having a process like this can provide a firm foundation so you know what to expect and can feel more confident that we are being thorough. Locations: Cordova 138 Timber Creek Dr Cordova, TN 38018 Memphis 465 S Main St Ste 101 Memphis, TN 38103 Franklin 3401 Mallory Lane Suite 216 Franklin, TN 37067 PHONE 901.312.5060 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
- 网站
-
https://www.guidingpointgroup.com
GuidingPoint Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Cordova，Tennessee
- 类型
- 个体经营
地点
GuidingPoint Financial Group员工
-
Wanda Chandler
Financial Advisor at Ameriprise Financial Services, LLC
-
Brian Douglas, CFP?, CRPC?, ADPA?, APMA?
Financial Advisor, CERTIFIED FINANCIAL PLANNER practitioner?, CEO GuidingPoint Financial Group, A private wealth advisory practice of Ameriprise…
-
Sue Redfern
Client Specialist at Guidingpoint Financial
动态
-
Check out some of our upcoming webinars this month and next! To see our full list and to register, visit guidingpointevents.com
-
-
Having a plan is a solid first step. Mike and Brian are back to help alleviate the stress for those who feel like they are behind on their investment journey. While people begin their journeys at different stages in life, having a secure plan and working with a local financial advisor can help to provide clarity and security in your endevours. ACMR: 7602028.1
-
Tomorrow can't come sooner! We invite you to join us for our complimentary webinar this Wednesday, March 12th at 12pm CST. It will be hosted by our very own Brian Douglas, CFP??, CRPC??, ADPA??, APMA??, Private Wealth Advisor and CEO of GuidingPoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC. It's easy to register and anyone is welcome to join. Sign up on our events page at guidingpointevents.com We look forward to seeing you all there and talking through four areas that can impact women’s financial lives and offer some strategies to help! #webinar #finance #wealth #health #women
-
-
Our CEO, Brian Douglas, was recently asked to speak at the Forbes | Shook Top Teams Conference in Miami, Florida. Brian shared a message about team culture with top financial teams in the US. https://bit.ly/3DiaeIS #teamswin
-
-
Layoffs tend to make the road ahead seem unclear - that's where we come in. Whether you're considering early retirement, navigating unemployment benefits or planning your next career move, having a clear financial strategy can turn uncertainty into opportunity. Need guidance? We're here to help. Schedule your complimentary consultation today: guidingpointgroup.com ACMR: 7675780.1
-
Let's give a big round of applause to Gavin Berryman on his promotion to Client Service Specialist here at GuidingPoint Financial Group! From day one as an intern, Gavin brought passion, dedication, and a willingness to want to learn. It's been incredible to see his growth and positive impact he's had on our team already. We are thrilled to welcome him into this new role.
-
-
Today we honor the life and legacy of Dr. Martin Luther King, Jr. His words still echo through our lives, and we must continue to stand strong against oppression and injustice. We encourage everyone to continue educating themselves. Watch documentaries, read books about the Civil Rights movement and learn how you can advocate for the fair treatment for underrepresented groups. #mlkjr #drmartinlutherkingjr
-
-
We are thrilled to have been named one of Forbes' Best-in-State Wealth Management Teams for 2025 - making this our 3rd year in a row! This recognition is a testament to the trust our clients place in us and the dedication of our incredible team. We couldn't do this without YOU - our amazing clients, partners, and supporters. View the award here: https://bit.ly/4fZlM0S #forbes #forbesbestinstate #wealthmanagement #tennessee
-