Ellis & Ellis Investment Management - LaGrange, Georgia

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Ellis & Ellis Investment Management: A Reliable Financial Partner

For individuals and families seeking expert financial planning and tailored investment strategies, Ellis & Ellis Investment Management presents a compelling option. Located in LaGrange, Georgia, this firm operates under the umbrella of Ameriprise Financial, offering a blend of local expertise and national resources. They are dedicated to helping clients achieve their investment goals and build a secure financial future.

Location and Contact Information: Ellis & Ellis Investment Management is situated at 107 Vernon St, LaGrange, GA 30240, United States. You can reach them directly at 7068846470. Their website, ameripriseadvisors.com, provides comprehensive information about their services and team.

Specializations and Services: Ellis & Ellis primarily functions as a financial consultant and provides a full suite of investment services. Their core competencies include:

• Financial Planning: They develop personalized plans addressing retirement, education funding, estate planning, and other long-term objectives.
• Investment Management: They offer a range of investment options, including stocks, bonds, mutual funds, and potentially alternative investments, carefully selected to align with client risk tolerance and financial goals.
• Retirement Planning: A significant focus is placed on helping clients navigate retirement savings and income strategies.

Accessibility and Amenities: Ellis & Ellis demonstrates a commitment to inclusivity, as evidenced by the following:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• General toilet facilities

Client Feedback and Current Status: Currently, Ellis & Ellis Investment Management has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While the lack of reviews is noteworthy, it’s important to understand that this is a relatively new firm. It provides an opportunity for potential clients to establish their own positive feedback.

Key Considerations: Ellis & Ellis operates within the Ameriprise Financial network, which offers stability and a wider range of resources. Clients benefit from the combined expertise of a local advisor and the broader financial institution. It’s generally recommended to schedule an appointment to discuss your specific needs and explore how their services can be tailored to your situation.

Recommendation: Considering the firm’s specialization in financial planning and investment management, and its commitment to accessibility, Ellis & Ellis Investment Management appears to be a viable option for those seeking professional guidance. We strongly encourage prospective clients to visit their website at ameripriseadvisors.com to schedule a consultation and discuss your financial aspirations. Taking the proactive step of contacting them directly will allow you to gain a deeper understanding of their approach and determine if they’re the right partner for your financial journey.

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