Fifth Third Securities - Aris Tatevosian - Oak Park, Illinois

Fifth Third Securities - Aris Tatevosian: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Fifth Third Securities – Aris Tatevosian offers a dedicated service centered around personalized investment strategies and wealth management. Located at 840 S Oak Park Ave, Oak Park, IL 60304, this branch, operated by Aris Tatevosian, provides comprehensive support to clients looking to achieve their long-term financial goals. The firm’s commitment to client satisfaction is evident in its accessibility features, including a wheelchair accessible entrance and restroom, demonstrating a dedication to inclusivity.

Aris Tatevosian himself is a seasoned professional with a strong background in financial advising. He specializes in helping clients navigate the complexities of the financial landscape, from retirement planning and investment management to estate planning and tax optimization. His approach is rooted in understanding each client’s unique circumstances, risk tolerance, and aspirations to develop tailored solutions that align with their individual needs. He prides himself on building strong, long-term relationships based on trust and transparency.

Key Services Offered:

• Financial Planning: This is the core of Fifth Third Securities – Aris Tatevosian’s offerings. They work with clients to create detailed financial plans that encompass budgeting, savings, investment strategies, retirement planning, and estate planning.
• Investment Management: Aris and his team manage investment portfolios on behalf of clients, aiming to achieve optimal returns while adhering to their risk parameters. They utilize a range of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: With retirement looming for many, they assist clients in developing strategies to secure their financial future, including 401(k) rollovers, IRA planning, and Social Security optimization.
• Estate Planning: They offer guidance on wills, trusts, and other estate planning documents to ensure assets are distributed according to clients’ wishes.
• Tax Optimization: Strategic tax planning is integrated into the overall financial plan to minimize tax liabilities and maximize after-tax returns.

Location and Contact Information:

Address: 840 S Oak Park Ave, Oak Park, IL 60304

Phone: 086229290

Website: securitiesadvisors.53.com

Accessibility: The office is designed with accessibility in mind, featuring a wheelchair accessible entrance and restroom, ensuring a comfortable experience for all clients.

Client Feedback and Reputation: Currently, Fifth Third Securities – Aris Tatevosian has 0 reviews on Google My Business, reflecting a nascent stage in its online presence. The average opinion, based on this limited data, is 0/5. This suggests an opportunity for the firm to actively solicit and respond to client feedback to enhance its reputation and build trust. It's important to note that the absence of reviews doesn’t necessarily indicate poor service; it simply reflects the company’s limited online visibility at this time.

Recommendations for Potential Clients:

Individuals and families seeking a dedicated financial planner should consider reaching out to Fifth Third Securities – Aris Tatevosian. The firm’s commitment to personalized service, combined with its accessibility features, makes it a potentially good fit for those who value a tailored approach to financial management. However, due to the lack of recent reviews, prospective clients are encouraged to schedule a consultation to discuss their specific needs and assess whether the firm’s services align with their expectations. The team's expertise in areas such as retirement planning and investment management could be particularly beneficial for clients seeking comprehensive financial guidance. Further research, including contacting former clients (if possible) and delving deeper into Aris Tatevosian’s credentials, is recommended before making a final decision. The firm's focus on building long-term relationships is a positive indicator of their commitment to client success. It's advisable to inquire about the firm's investment philosophy and fee structure during the initial consultation to ensure transparency and alignment with one’s financial goals. The wheelchair accessibility features demonstrate a commitment to inclusivity, benefitting clients with mobility challenges. Considering the lack of current reviews, a thorough due diligence process is crucial to ensure a positive experience. The firm's location in Oak Park provides convenient access for residents of the surrounding area.

Further Information to Consider

• Regulatory Information: Fifth Third Securities is a registered broker-dealer with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). This ensures adherence to strict regulatory standards and provides a level of protection for investors.
• Investment Philosophy: While details require direct discussion, it's beneficial to understand the firm's approach to investment management, including their risk tolerance strategies and asset allocation methods.
• Fee Structure: Transparency regarding fees is paramount. Clients should receive a clear and detailed explanation of all fees associated with the services provided.

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