Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC - Santa Cruz, California

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Bizzack Wealth Advisory Group – Ameriprise Financial Services, LLC: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and investment solutions, the Bizzack Wealth Advisory Group, operating under Ameriprise Financial Services, LLC, presents a noteworthy option. Located at 125 Water St Ste A3, Santa Cruz, CA 95060, United States, this firm offers personalized guidance to help clients achieve their financial goals. The Bizzack Wealth Advisory Group specializes in providing tailored advice and services, focusing on investment management, retirement planning, and estate planning. They strive to build long-term relationships based on trust and mutual understanding, acting as a dedicated partner in navigating the complexities of personal finance.

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About Bizzack Wealth Advisory Group

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The Bizzack Wealth Advisory Group is a division of Ameriprise Financial Services, LLC, a Fortune 500 company and one of the largest financial services firms in the United States. This affiliation provides the group with significant resources and expertise while maintaining a client-centric approach. Mr. David Bizzack leads the team, bringing a wealth of experience and a commitment to delivering exceptional service. The group’s primary focus is on understanding each client’s unique circumstances, risk tolerance, and aspirations to develop a customized investment strategy.

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Services Offered

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The Bizzack Wealth Advisory Group offers a broad spectrum of services designed to meet diverse client needs:

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• Financial Planning: Comprehensive assessments to identify financial objectives, analyze current financial situations, and develop strategies to achieve those objectives.

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• Investment Management: Portfolio construction and ongoing management tailored to individual risk profiles and investment goals. This includes a range of investment options, such as stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: Strategies for saving and investing for a comfortable retirement, including 401(k) rollovers, IRA planning, and Social Security optimization.

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• Estate Planning: Guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients’ wishes.

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• Education Planning: Support for families saving for college expenses.

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Moreover, the group provides online appointments, offering convenient access for clients who prefer virtual consultations. They also offer on-site services at their Santa Cruz location, fostering a collaborative and personalized experience.

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Accessibility and Amenities

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The Bizzack Wealth Advisory Group is committed to accessibility for all clients. The office is equipped with a wheelchair-accessible car park and wheelchair-accessible seating, ensuring that individuals with mobility challenges can comfortably visit the firm. Restrooms are also available for client use. Appointments are recommended to ensure adequate time for personalized consultation. Clients are encouraged to schedule their appointments in advance to optimize their experience. The firm also provides a toilet facility.

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Client Feedback & Current Status

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Currently, the Bizzack Wealth Advisory Group has 0 reviews on Google My Business. This indicates a relatively new or emerging firm in terms of public online reviews. The average opinion is 0/5, reflecting the lack of available feedback at this time. However, it's important to note that this doesn't necessarily reflect the quality of service provided – it simply indicates the absence of client testimonials.

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Contact Information

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To schedule an appointment or learn more about the services offered by the Bizzack Wealth Advisory Group, please contact them at:

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• Phone: 8314581125

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• Website: ameripriseadvisors.com

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• Address: 125 Water St Ste A3, Santa Cruz, CA 95060, United States

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The firm’s website provides detailed information about the team, services, and investment philosophy. It's highly recommended that prospective clients visit the website to familiarize themselves with the firm’s approach and capabilities.

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In conclusion, the Bizzack Wealth Advisory Group – Ameriprise Financial Services, LLC represents a dedicated and experienced financial advisor firm. While currently lacking substantial client reviews, their affiliation with Ameriprise and commitment to personalized service positions them as a viable option for individuals seeking expert guidance in managing their wealth and achieving their financial aspirations. Further research and direct contact are encouraged to determine if their services align with specific needs and goals.

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"summary": "The Bizzack Wealth Advisory Group, part of Ameriprise Financial, provides personalized financial planning and investment management services in Santa Cruz, California, aiming to help clients achieve their financial goals.",
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