Selective Wealth Solutions Group - Ameriprise Financial Services, LLC - Schaumburg, Illinois

Okay, here’s a detailed overview of Selective Wealth Solutions Group – Ameriprise Financial Services, LLC, crafted with a formal and approachable tone, suitable for someone seeking financial guidance:

Selective Wealth Solutions Group: A Comprehensive Overview

Selective Wealth Solutions Group, operating under the umbrella of Ameriprise Financial Services, LLC, is a respected firm dedicated to providing comprehensive financial planning and investment services to individuals and families. Located at 1900 E Golf Rd Ste 1255, Schaumburg, IL 60173, and reachable at 75181555, the group strives to build long-term relationships based on trust and personalized strategies. Their website, ameripriseadvisors.com, offers a valuable resource for exploring their services and understanding their approach.

Core Services and Expertise

The team at Selective Wealth Solutions Group specializes in a wide range of financial services, designed to address diverse client needs. They assist clients with:

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
• Investment Management: Constructing and managing investment portfolios tailored to individual risk tolerance and financial goals.
• Estate Planning: Providing guidance on wealth transfer and legacy planning.
• Insurance Planning: Assessing and securing appropriate insurance coverage to protect assets and loved ones.

What distinguishes Selective Wealth Solutions Group is their commitment to a highly individualized approach. They prioritize understanding each client’s unique circumstances, objectives, and values. This ensures that every recommendation is specifically aligned with their client's specific situation. The firm focuses not just on products, but on crafting holistic solutions.

Accessibility and Client Experience

The firm is committed to ensuring a seamless and accessible experience for all clients. They offer a variety of convenient options, including online appointments and onsite services. Furthermore, the office is designed with accessibility in mind, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating. Restrooms are also available on-site. Appointments are generally recommended to allow for thorough planning and discussion.

Client Feedback and Reputation

Selective Wealth Solutions Group currently boasts a strong positive reputation, reflected in its average opinion of 5/5 based on Google My Business reviews. The feedback suggests a philosophy centered around knowledgeable advisors who dedicate themselves to explaining complex financial matters clearly and providing customized advice. It appears the team excels at taking the time to understand each client’s particular needs and presenting tailored solutions.

Concluding Recommendation

For individuals and families seeking a trusted and experienced financial planner and investment service provider, Selective Wealth Solutions Group – Ameriprise Financial Services, LLC, presents a compelling option. Their dedication to personalized service, combined with a commitment to accessibility and a strong client-focused approach, makes them a valuable partner in achieving your financial goals. We strongly encourage prospective clients to visit their website at ameripriseadvisors.com to schedule a consultation and discover how they can help you build a secure financial future.

👍 Reviews of Selective Wealth Solutions Group - Ameriprise Financial Services, LLC

Timothy M.

5/5

Scott Grady is an excellent financial advisor. My family has consulted him for both business and personal financial advice, and Scott is not only extremely knowledgeable, but he also takes the time to explain options, processes, and the best products for each person's (and/or businesses') unique needs. We highly recommend utilizing his services.