David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC - Charlottesville, Virginia

David Barrett-Johnson - Financial Advisor at Ameriprise Financial Services, LLC

David Barrett-Johnson, a prominent financial advisor, is associated with Ameriprise Financial Services, LLC, a well-respected financial institution. His office is situated at 908 E Jefferson St, Suite 201, in the heart of Charlottesville, Virginia. This article delves into the main services offered by David Barrett-Johnson, the location and accessibility of his office, the unique features of his practice, practical information, and insights from client reviews.

Main Services

• Financial Planning: David Barrett-Johnson offers comprehensive financial planning services tailored to each client's unique situation. This includes retirement planning, investment advice, tax planning, and estate planning.
• Investment Services: He provides personalized investment strategies that align with clients' financial goals and risk tolerance. This includes portfolio management, mutual funds, retirement accounts, and college savings plans.
• Retirement Planning: David specializes in helping clients plan for retirement, whether that's just around the corner or still several years away. He offers strategies for managing income in retirement and creating a sustainable retirement lifestyle.
• Estate Planning: He helps clients navigate the complex world of estate planning, ensuring their assets are distributed according to their wishes and minimizing potential tax liabilities for their heirs.
• Tax Planning: David works closely with clients to develop tax-efficient strategies that help minimize their tax liabilities and maximize their wealth.

Location and Access

David Barrett-Johnson's office is located in the historic downtown Charlottesville area, close to the Charlottesville City Hall and the Albemarle County Courthouse. The office is situated on the second floor of the building, which is wheelchair-accessible via an elevator located near the main entrance. There is a designated wheelchair-accessible parking spot available on-site, and the office restroom is also wheelchair-accessible.

Public transportation is readily available in the area. The Charlottesville Transit Service (CAT) operates several bus routes that stop near the office, including the Route 2, Route 7, and Route 8. The Charlottesville Amtrak station is also just a short drive away, making it convenient for clients traveling from out of town.

Featured Characteristics

• Client-Centered Approach: David Barrett-Johnson takes a client-centered approach to financial planning. He takes the time to understand each client's unique financial situation, goals, and concerns before developing a personalized plan.
• Personalized Service: He offers personalized service, providing clients with his direct contact information and responding promptly to any questions or concerns.
• Fiduciary Responsibility: As a financial advisor with Ameriprise Financial Services, LLC, David is held to a fiduciary standard, meaning he is legally obligated to act in his clients' best interests.
• Online Appointments: For clients who prefer not to travel, David offers the convenience of online appointments.

Practical Information

• Address: 908 E Jefferson St #201, Charlottesville, VA 22902, United States
• Phone: 4342966611
• Website: ameripriseadvisors.com
• Business Hours: Monday through Friday, 8:30 AM to 5:00 PM. However, David may be available at other times by appointment.

Client Reviews

As of now, David Barrett-Johnson's office has not received any reviews on Google My Business. However, this could be an opportunity for clients to share their experiences and help others make informed decisions about their financial planning needs.

While there are no reviews available, potential clients can rest assured knowing that David Barrett-Johnson is backed by the reputation and resources of Ameriprise Financial Services, LLC, a leading financial institution with a long-standing commitment to excellence in financial planning and investment services.

In conclusion, David Barrett-Johnson offers a comprehensive range of financial planning and investment services tailored to meet the unique needs of each client. His convenient location in downtown Charlottesville, commitment to a client-centered approach, and personalized service make him an excellent choice for anyone seeking professional financial advice in the Charlottesville area.