Bret Urbanski - Ameriprise Financial Services, Inc.

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13830 Ballantyne Corporate Pl, Ste 200, Charlotte, North Carolina, 28277

Phone number

(704) 916-6895

More info available at FINRA's BrokerCheck website


Finance & Insurance > Financial Planning & Investments



The advisor listed is an Ameriprise financial advisor in Charlotte. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. "For tomorrow belongs to the people who prepare for it today." ~African Proverb. The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one's financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child's education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

Monday: 8:00am to 5:00pm
Tuesday: 8:00am to 5:00pm
Wednesday: 8:00am to 5:00pm
Thursday: 8:00am to 5:00pm
Friday: 8:00am to 5:00pm
Saturday: Closed
Sunday: Closed


Languages: English

Specialties: Family Finances, Wealth Preservation Strategies, Investments, Estate Planning Strategies, Insurance, Retirement Income Strategies, Saving for Education, Retirement Planning Strategies


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