Ronald Mc Kelvy - Associate Financial Advisor, Ameriprise Financial Services, LLC - Ringgold, Georgia

Ronald Mc Kelvy – Your Trusted Financial Advisor

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For individuals and families seeking comprehensive financial planning and investment services, Ronald Mc Kelvy at Ameriprise Financial Services, LLC, offers personalized guidance and support. Located in Ringgold, Georgia, Mr. Mc Kelvy is dedicated to helping clients achieve their financial goals through tailored strategies and a commitment to client satisfaction. He operates from his office at 1573 Three Notch Rd, Ringgold, GA 30736, and can be reached by phone at 7069657790. His website, ameripriseadvisors.com, provides further details about his services and approach.

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About Ronald Mc Kelvy

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Ronald Mc Kelvy is an Associate Financial Advisor with Ameriprise Financial Services, LLC. He brings a wealth of experience and expertise to his clients, focusing on building long-term relationships based on trust and mutual understanding. His primary role involves assessing a client’s current financial situation, identifying their short-term and long-term objectives, and developing a customized plan to help them reach those objectives. This plan typically encompasses a range of services, including retirement planning, college savings, estate planning, and investment management.

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Specialties and Services

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• Financial Planning: Mr. Mc Kelvy specializes in creating holistic financial plans that address all aspects of a client’s financial life.

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• Investment Services: He provides guidance on investment strategies, portfolio construction, and ongoing portfolio management, utilizing a variety of investment products.

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• Retirement Planning: A significant portion of his practice is dedicated to helping clients plan for a comfortable and financially secure retirement.

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• College Savings Planning: He assists families in establishing and managing college savings plans, such as 529 plans.

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• Estate Planning: Mr. Mc Kelvy collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes.

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Accessibility and Convenience

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Ronald Mc Kelvy is committed to providing accessible and convenient service to his clients. His office is equipped to accommodate clients with disabilities, featuring:

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• Wheelchair-Accessible Car Park: A designated parking area for wheelchair users.

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• Wheelchair-Accessible Entrance: A ramp or automatic door providing access to the building.

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• Wheelchair-Accessible Seating: Designated seating areas that are accessible to wheelchairs.

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• Wheelchair-Accessible Toilet: A fully accessible restroom.

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• Toilet Facilities: Standard restroom facilities available.

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• Online Appointments: Clients can schedule and conduct appointments remotely for added convenience.

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• On-Site Services: Traditional in-person meetings are available for those who prefer face-to-face consultations.

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Appointments are recommended to ensure adequate time for a thorough discussion of a client’s needs and goals. It’s advisable to schedule an appointment in advance, particularly during peak times.

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Client Feedback

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Currently, Ronald Mc Kelvy’s business has 0 reviews on Google My Business. This indicates that he is a relatively new advisor and has yet to accumulate a significant number of client testimonials. While this may be a concern for some, it also presents an opportunity for new clients to experience his service firsthand and provide valuable feedback.

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The average opinion (0/5) reflects the lack of existing reviews. As Mr. Mc Kelvy continues to build his practice and provide exceptional service, we anticipate that his reputation will grow, and his reviews will improve.

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Contact Information

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Address: 1573 Three Notch Rd, Ringgold, GA 30736, United States

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Phone: 7069657790

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Website: ameripriseadvisors.com

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Ronald Mc Kelvy strives to be a reliable and knowledgeable resource for clients seeking to navigate the complexities of the financial landscape. With a focus on personalized service and a commitment to helping clients achieve their financial aspirations, he is a valuable asset to the Ameriprise Financial Services, LLC team.

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