Hoobchaak Boksa Wealth Management - Ameriprise Financial Services, LLC - Barrington, Illinois

Hoobchaak Boksa Wealth Management - Ameriprise Financial Services, LLC: A Comprehensive Overview

For individuals and families seeking expert financial planning and investment guidance, Hoobchaak Boksa Wealth Management – an affiliate of Ameriprise Financial Services, LLC – presents a compelling option. Located at 800 Hart Rd Ste 390, Barrington, IL 60010, this firm offers a suite of services designed to help clients achieve their long-term financial goals. The phone number is 78989901, and their website can be found at ameripriseadvisors.com. This detailed overview will delve into the firm’s specialties, location, key features, and what prospective clients can anticipate when engaging their services.

Specialties offered by Hoobchaak Boksa Wealth Management predominantly revolve around comprehensive financial planning. They act as a financial consultant, assisting clients in developing personalized strategies encompassing retirement planning, investment management, education funding, estate planning, and tax optimization. Their investment service capabilities extend to a wide array of asset classes, including stocks, bonds, mutual funds, and ETFs, allowing them to tailor portfolios to individual risk tolerance and financial objectives. They focus on a holistic approach, recognizing that financial success is intricately linked to overall well-being.

Location and Accessibility: The firm’s Barrington, Illinois, office is strategically situated at 800 Hart Rd Ste 390. This location is designed to provide convenient access for clients in the surrounding area. Notably, the facility is committed to inclusivity and accessibility. It boasts a wheelchair accessible parking lot and wheelchair accessible restroom facilities, ensuring that individuals with mobility challenges can comfortably visit. Furthermore, wheelchair accessible seating is available within the office space. A restroom is also readily available for all visitors. Appointments are highly recommended to maximize the value of the consultation, allowing the advisor to dedicate sufficient time to understanding the client’s specific needs and goals. The team operates during standard business hours, fostering a professional and efficient environment.

Key Features and Services:

• Online Appointments: Recognizing the demands of modern life, Hoobchaak Boksa Wealth Management provides the convenience of online appointments. This feature streamlines the process of scheduling consultations and allows clients to connect with their advisor from virtually anywhere.
• Onsite Services: For those who prefer an in-person meeting, onsite services are readily available. This allows for a more personal and detailed discussion of financial plans.
• Personalized Financial Plans: The cornerstone of their service is the creation of personalized financial plans. These plans are meticulously crafted based on a thorough understanding of the client’s current financial situation, future goals, and risk tolerance.
• Portfolio Management: The team offers professional portfolio management services, continuously monitoring and adjusting investment strategies to align with market conditions and client objectives.
• Estate Planning Assistance: They provide guidance on estate planning, helping clients ensure their assets are distributed according to their wishes and in accordance with legal requirements.

Current Client Feedback : Currently, Hoobchaak Boksa Wealth Management has 0 reviews on Google My Business. This reflects a relatively new presence and an opportunity for the firm to build a stronger reputation through positive client testimonials. The average opinion is 0/5, indicating a need for increased client satisfaction. However, with a focus on personalized service and expert advice, the firm is well-positioned to improve its standing within the community.

Recommended Information for Prospective Clients:

• Initial Consultation: It is strongly recommended that prospective clients schedule an initial consultation to discuss their financial goals and concerns. This allows the advisor to assess their needs and develop a preliminary plan.
• Financial Disclosure Document (FDD): Clients are encouraged to request and carefully review the firm’s Financial Disclosure Document (FDD) for detailed information about fees and compensation.
• Background Check: Ameriprise Financial conducts background checks on all of its advisors, ensuring a high level of professionalism and integrity.
• Communication Preferences: Clients should clearly communicate their preferred method of communication (e.g., phone, email, online portal) to ensure seamless interaction.

In conclusion, Hoobchaak Boksa Wealth Management – Ameriprise Financial Services, LLC, represents a dedicated resource for individuals seeking comprehensive financial planning and investment expertise. Despite currently lacking online reviews, the firm’s commitment to accessibility and personalized service, combined with the backing of a reputable financial institution, makes it a worthy consideration for those seeking to achieve their financial aspirations. Further client feedback is anticipated as the firm continues to grow and establish itself within the Barrington, Illinois, community.

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