Jim Galpin - Ameriprise Financial Services

Whatley Financial Advisors, a branch of Ameriprise Financial Services located in Sugar Land, TX, specializes in providing personalized financial advice to help clients achieve their financial goals. With over 10,000 advisors nationwide, clients can find an advisor tailored to their needs through a comprehensive search process that considers individual financial objectives. The firm emphasizes one-on-one consultations, offering customized recommendations for diversified portfolios and strategies to navigate both expected and unforeseen financial challenges. Advisors at Whatley Financial are equipped with certifications such as AAMS, ADPA, AEP, AIF, APMA, and AWMA, ensuring a high standard of expertise and ethical practice in financial management. Generated from the website

H. Bradley Whatley, PC, located in Sugar Land, TX, offers personalized financial advisory services aimed at helping clients achieve their financial goals. The firm is led by H. Bradley Whatley, a highly qualified financial advisor with numerous prestigious designations, including CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary. With a team of experts holding various specialized certifications, the firm provides comprehensive financial planning, asset management, and estate planning services tailored to individual needs. Their advisors are committed to upholding ethical standards while delivering advanced knowledge in investment strategies and retirement planning. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Sugar Land, TX area, Chad James will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.