Keith Maurer - Regions Financial Advisor - Bloomington, Illinois

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Keith Maurer – Regions Financial Advisor: A Comprehensive Overview

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For individuals and families in Bloomington, Illinois, seeking expert financial guidance, Keith Maurer at Regions Financial stands as a valuable resource. He operates from a convenient location at 1304 E Empire St, Bloomington, IL 61701, and can be reached by phone at 92623045. His website, regions.com, provides further information about his services and professional background. Mr. Maurer specializes as a financial consultant, offering personalized strategies to help clients achieve their financial goals.

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About Keith Maurer

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Keith Maurer brings a wealth of experience to his role as a Regions Financial Advisor. His primary focus is on providing tailored solutions to meet the diverse needs of his clients. He is dedicated to building strong, long-term relationships based on trust and transparency. Mr. Maurer’s approach centers around understanding each client’s unique circumstances, including their current financial situation, future aspirations, and risk tolerance. This holistic understanding allows him to develop investment strategies, retirement planning, and other financial planning services that are specifically aligned with their individual objectives. He’s committed to educating his clients and empowering them to make informed decisions about their money.

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Services Offered

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• Investment Management: Keith Maurer can assist clients in selecting appropriate investment vehicles, such as stocks, bonds, mutual funds, and ETFs, to align with their risk profiles and long-term goals.

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• Retirement Planning: He helps clients develop comprehensive retirement plans, including savings strategies, asset allocation, and income projections.

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• Financial Planning: Mr. Maurer provides a wide range of financial planning services, including budgeting, debt management, and estate planning.

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• Education Savings Plans: For families with children, he can help establish and manage education savings plans, such as 529 plans.

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• Insurance Planning: He assists clients in evaluating their insurance needs, including life, disability, and long-term care insurance.

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Accessibility and Convenience

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Recognizing the importance of accessibility, Keith Maurer’s office at 1304 E Empire St is equipped to accommodate individuals with disabilities. Specifically, the entrance, parking lot, and restroom are all wheelchair accessible. Appointments are recommended to ensure dedicated time and personalized attention. Clients appreciate the convenience of being able to schedule meetings directly through his office or online via the Regions website. The Restroom is available for client use.

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Client Feedback and Reputation

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Currently, Keith Maurer’s company has 0 reviews on Google My Business. This indicates a relatively new or emerging presence in the local market. However, this doesn’t necessarily reflect the quality of service provided; it simply suggests a lack of readily available client feedback at this time. It’s always advisable to seek independent reviews and testimonials from other sources before making any significant financial decisions.

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Contact Information and Resources

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• Address: 1304 E Empire St, Bloomington, IL 61701

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• Phone: 92623045

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• Website: regions.com

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Appointments are recommended to optimize the client experience. Potential clients are encouraged to contact Mr. Maurer directly to schedule a consultation and discuss their specific financial needs. He prides himself on providing attentive and clear communication, ensuring clients feel comfortable and confident throughout the process. His dedication to client success is a cornerstone of his practice. The Wheelchair accessible parking lot ensures ease of access for all visitors.

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"summary": "Keith Maurer at Regions Financial provides personalized financial consulting services in Bloomington, IL, focusing on investment management, retirement planning, and comprehensive financial strategies for clients seeking expert guidance.",
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