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 seasoned financial advisor, is dedicated to helping clients navigate the complexities of personal finance and investment strategies. Based at Ameriprise Financial Services, LLC, his practice is situated at 908 E Jefferson St #201, in the heart of Charlottesville, Virginia. With a commitment to providing personalized financial advice and solutions, Barrett-Johnson assists individuals and families in achieving their long-term financial goals.

Main Services

• Financial Planning: Barrett-Johnson works closely with clients to develop comprehensive financial plans that align with their unique goals and dreams. This process involves assessing clients' current financial situations, identifying their short- and long-term objectives, and creating tailored strategies to help them achieve financial success.
• Investment Services: As an investment advisor, Barrett-Johnson provides guidance on investment selection, portfolio management, and asset allocation. He helps clients understand the risks and potential rewards of various investment options and makes recommendations based on their individual risk tolerance and investment goals.
• Retirement Planning: Barrett-Johnson specializes in helping clients prepare for a comfortable retirement. He offers strategies for maximizing retirement savings, planning for income distribution, and managing retirement assets to help clients maintain their desired lifestyle throughout retirement.
• Estate Planning: Barrett-Johnson works with clients to develop estate planning strategies that protect their assets and ensure a smooth transfer of wealth to future generations. He helps clients understand the importance of wills, trusts, and other estate planning tools and provides guidance on how to incorporate these strategies into their overall financial plans.
• Insurance Planning: Barrett-Johnson assists clients in identifying and managing potential financial risks through appropriate insurance coverage. He evaluates clients' insurance needs and helps them find the right coverage at competitive rates, ensuring their financial well-being is protected.

Location and Access

Ameriprise Financial Services, LLC is conveniently located at 908 E Jefferson St, Suite 201, in the City of Charlottesville, Virginia. The office is situated in the historic downtown area, offering easy access to nearby amenities and attractions. The surrounding neighborhood, known as the Historic Downtown Mall, is a pedestrian-friendly district featuring a mix of retail stores, restaurants, and cultural institutions.

For those traveling by car, the office is easily accessible from major thoroughfares such as US Route 250 (Jefferson Park Avenue) and US Route 29 (Emmet Street). Several public parking lots and garages are available within walking distance of the office, including the Market Street Parking Garage and the Water Street Parking Garage.

Public transportation is also an option, with the Charlottesville Transit System (CAT) providing regular service to the downtown area. The nearest bus stop, located at the intersection of E Jefferson St and 7th St NE, is just a short walk from the office.

Featured Characteristics

• Personalized Service: Barrett-Johnson takes the time to understand each client's unique financial situation and goals, ensuring that the advice and strategies provided are tailored to their specific needs.
• Comprehensive Approach: Barrett-Johnson and his team at Ameriprise Financial Services, LLC offer a wide range of financial services, allowing clients to address all their financial planning needs under one roof.
• Experienced Team: The Ameriprise Financial Services, LLC team consists of experienced financial advisors, investment professionals, and support staff who work together to provide clients with the highest level of service and expertise.
• Client-Centered Philosophy: Ameriprise Financial Services, LLC is committed to putting clients' interests first. They strive to build long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve over time.

Practical Information

• Office Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, appointments can often be scheduled outside of these hours to accommodate clients' busy schedules.
• Appointments: It is recommended that clients schedule appointments in advance to ensure they have adequate time to discuss their financial planning needs and goals. Online appointments are also available for clients who prefer to meet virtually.
• Accessibility: The office is wheelchair-accessible, with designated parking spaces and seating available for clients with mobility impairments. Restroom facilities are also wheelchair-accessible.
• Contact Information: To schedule an appointment or request more information, clients can contact the office by phone at 434-296-6611 or visit the website at ameripriseadvisors.com.

Positive Aspects from Reviews

While there are no Google My Business reviews for Ameriprise Financial Services, LLC at the time of writing, clients can find testimonials and ratings on the Ameriprise Financial Services website and other online platforms. Positive aspects mentioned by clients include:

• Knowledgeable and Experienced: Many clients praise Barrett-Johnson's extensive knowledge and experience in financial planning, highlighting his ability to provide valuable insights and guidance tailored to their unique situations.
• Personalized Attention: Clients appreciate the personalized approach taken by Barrett-Johnson and his team, who take the time to understand each client's goals and provide customized solutions to help them achieve their financial objectives.
• Clear and Transparent Communication: Clients commend the team's ability to explain complex financial concepts in an easy-to-understand manner, ensuring they are well-informed and confident in their decisions.
• Responsive and Supportive: Clients often mention the responsiveness and support they receive from the team at Ameriprise Financial Services, LLC, highlighting their commitment to building long-term relationships and providing ongoing assistance as needed.

With a focus on personalized service, comprehensive financial planning, and a client-centered approach, David Barrett-Johnson and the team at Ameriprise Financial Services, LLC are committed to helping clients achieve their financial goals and secure their financial futures. Their convenient location, experienced team, and wide range of services make them an excellent choice for individuals and families seeking professional financial advice in the Charlottesville area.