Renew Petra Investment Fund

Ameriprise Financial, with over 10,000 advisors nationwide, is committed to helping individuals achieve their financial goals through personalized advice and tailored investment strategies. Each advisor brings a unique set of expertise, ensuring clients receive relevant guidance that aligns with their financial aspirations. The firm emphasizes a comprehensive approach to financial planning, offering regular meetings to track progress and access to digital tools for investment management. Ameriprise Financial is recognized for its high customer satisfaction in understanding client values and needs, reflecting its dedication to fostering confidence and control over clients' financial lives. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gary Samuelson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Huntersville, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.