Moyer, West and Associates

Moyer, West and Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

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In a competitive real estate market, an all-cash offer can improve your chances. But before you buy, let’s work together...
08/08/2022

In a competitive real estate market, an all-cash offer can improve your chances. But before you buy, let’s work together to make sure it aligns with your short- and long-term financial goals.

Buying a house with cash could make you a more attractive buyer, but you need to make sure it aligns with your long-term goals.

Looking to retire internationally? Before you make the move, let’s discuss the various factors to consider.
08/05/2022

Looking to retire internationally? Before you make the move, let’s discuss the various factors to consider.

Retiring in a foreign country has an exotic ring, but it’s not always wrinkle-free.

You’ve got a lot on your plate. Estate planning can wind up falling to the bottom of your to-do list. Get in touch today...
08/03/2022

You’ve got a lot on your plate. Estate planning can wind up falling to the bottom of your to-do list. Get in touch today so that we can help protect your family, so you can get back to spending time with those who matter most.

Considering a job change? Here are seven things you should think through before quitting.
08/01/2022

Considering a job change? Here are seven things you should think through before quitting.

Use this financial checklist to make sure you don’t leave any money on the table when you leave your job.

While home equity can be a useful resource in some situations, it’s important to understand the costs and risks before t...
07/29/2022

While home equity can be a useful resource in some situations, it’s important to understand the costs and risks before tapping it. Let’s discuss your options and what may best for your unique situation.

While home equity can be a useful resource in a financial emergency, you risk losing the home if you can’t repay. Here's how to borrow against your home safely.

Planning for care as you age isn’t just about being smart financially. It’s about helping ensure you’re still in charge....
07/27/2022

Planning for care as you age isn’t just about being smart financially. It’s about helping ensure you’re still in charge. Let’s prepare for how you want to live.

What does your ideal retirement look like? Here are four actions you can take to achieve your retirement goals.
07/25/2022

What does your ideal retirement look like? Here are four actions you can take to achieve your retirement goals.

Looking for financial advice? Ameriprise Financial has more than 10,000 Ameriprise Advisors helping people reach their goals. Find a financial advisor today.

Wondering how to pay for your child or grandchild’s’ college education? A 529 plan may be the right savings vehicle. We ...
07/22/2022

Wondering how to pay for your child or grandchild’s’ college education? A 529 plan may be the right savings vehicle. We can help evaluate your options.

Looking for financial advice? Ameriprise Financial has more than 10,000 Ameriprise Advisors helping people reach their goals. Find a financial advisor today.

Are you still financially supporting your adult child? Let’s review your portfolio and ensure your own financial situati...
07/20/2022

Are you still financially supporting your adult child? Let’s review your portfolio and ensure your own financial situation is secure.

On average, parents who financially support grown children give them $1,000 a month for expenses like food, rent, cell phones and car insurance.

About 2.5 million weddings are expected to occur this year, the most in over 35 years, according to the Wedding Report. ...
07/18/2022

About 2.5 million weddings are expected to occur this year, the most in over 35 years, according to the Wedding Report. If you or a loved one is preparing to walk down the aisle, review these tips to start your marriage on the right financial path.

Are you recently married or are you getting married soon? These tips can help you and your partner have productive financial conversations.

Address

4100 Mendenhall Oaks Parkway, Suite 250
High Point, NC
27265

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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