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James D
Series 63
Sutton, WV
Ameriprise
James Dolan Jr. is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice, primarily focusing on assets held in Ameriprise-managed accounts.
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Advisors near 26624
Out of 400,000+ nationwide