Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC - Midvale, Utah

Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC

Introduction

Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC

Alex Hancock, a seasoned financial advisor, is dedicated to helping clients navigate the complexities of the financial world. Based at the Ameriprise Financial Services, LLC office in Midvale, UT, Alex provides personalized, comprehensive financial advice tailored to each client's unique needs. With a commitment to ongoing education and continuous improvement, Alex has earned the Chartered Mutual Fund Counselor™ designation, demonstrating a deep understanding of mutual funds and their strategic applications.

Main Services

Main Services

• Comprehensive Financial Planning: Alex works closely with clients to understand their financial goals, concerns, and circumstances. By gaining a holistic view of their financial lives, Alex develops customized strategies to help clients achieve their objectives.
• Investment Management: With expertise in various investment vehicles, including mutual funds, Alex creates diversified investment portfolios designed to match each client's risk tolerance, time horizon, and financial objectives.
• Retirement Planning: Alex helps clients plan for a comfortable retirement by developing strategies to maximize retirement savings, optimize Social Security benefits, and create reliable income streams in retirement.
• Estate and Legacy Planning: Alex assists clients in creating estate plans that protect their assets, provide for their loved ones, and align with their legacy goals. This includes strategies for minimizing estate taxes and facilitating a smooth transfer of wealth.
• Education Funding: Alex helps parents and guardians navigate the complexities of funding their children's education. By exploring various savings and investment options, Alex develops strategies to make education more affordable.
• Tax-Advantaged Strategies: Alex works with clients to identify tax-efficient investment strategies and explore tax-advantaged accounts, such as IRAs and 529 plans, to help minimize the impact of taxes on their financial plans.

Location and Access

Location and Access

The Ameriprise Financial Services, LLC office, where Alex Hancock practices, is conveniently located in Midvale, UT, at 7730 Union Park Ave Ste 300. This location offers easy access to clients from nearby Salt Lake City, West Valley City, and South Jordan. The office is situated near the intersection of I-15 and I-215, making it readily accessible by car. Public transportation is also an option, with the nearest TRAX station, the 3500 South station, just a short drive away. The office provides ample parking, including wheelchair-accessible spaces, and is wheelchair-accessible itself, with elevator access to the third floor.

Featured Characteristics

Featured Characteristics

• Client-Centered Approach: Alex prioritizes understanding each client's unique situation, goals, and preferences to create tailored financial plans that address their specific needs.
• Personalized Service: Alex offers one-on-one financial advice and regular meetings to review clients' goals, progress, and investments, ensuring that they remain on track to achieve their financial objectives.
• Digital Tools: Ameriprise Financial Services, LLC provides clients with access to digital tools and resources, allowing them to monitor their investments and financial plans anytime, from anywhere.
• Education and Resources: Alex stays up-to-date with the latest financial trends and regulations, enabling him to provide clients with informed advice and access to relevant educational resources.
• Online Appointments: For clients' convenience, Alex offers online appointments, allowing them to receive financial advice and discuss their plans without having to travel to the office.

Practical Information

Practical Information

• Address: 7730 Union Park Ave Ste 300, Midvale, UT 84047, United States
• Phone: 8015682243
• Website: ameripriseadvisors.com
• Specialties: Financial planning, Investment services
• Other points of interest: Online appointments, On-site services, Wheelchair-accessible parking, Wheelchair-accessible seating, Toilet, Appointments recommended

Opinions and Average Opinion

As this company is new to Google My Business, there are currently 0 reviews available. Once clients have shared their experiences, this section will be updated to reflect their feedback and the average opinion will be calculated accordingly.