Matt Rupert - Thrivent - Peoria Heights, Illinois

Matt Rupert – Thrivent: A Comprehensive Overview

For individuals and families seeking expert financial planning and guidance, Matt Rupert – Thrivent offers a dedicated service centered around holistic financial wellness. Located at 4500 N Prospect Rd Suite 200, Peoria Heights, IL 61616, and reachable by phone at 96919600, this service provides personalized solutions through Thrivent Financial. Their website, connect.thrivent.com, serves as a central hub for accessing resources and scheduling appointments.

Specialties include acting as both a financial planner and a financial consultant. Matt Rupert and the Thrivent team specialize in helping clients navigate the complexities of retirement planning, investment management, estate planning, and insurance needs. They take a collaborative approach, prioritizing understanding a client’s unique circumstances, goals, and risk tolerance before developing a tailored strategy. The core philosophy is to build long-term relationships based on trust and transparency.

Key Features and Accessibility:

• Wheelchair Accessible Entrance: Demonstrating a commitment to inclusivity, the office features a wheelchair accessible entrance, ensuring ease of access for all visitors.
• Wheelchair Accessible Parking Lot: Ample wheelchair accessible parking is available in the designated lot, further enhancing accessibility for those who require it.
• Wheelchair Accessible Restroom: A fully accessible restroom is provided, catering to the needs of individuals with mobility challenges.
• Restroom Facilities: Standard restroom facilities are available.
• Appointments Recommended: While walk-ins may be accommodated, scheduling an appointment is highly recommended to ensure dedicated time and personalized attention.

Current Status and Feedback: Currently, Matt Rupert – Thrivent has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed service. Consequently, the average opinion is 0/5. This low rating underscores the need for prospective clients to conduct thorough research and consider seeking independent verification of the service’s quality. However, it’s important to note that a lack of reviews does not necessarily reflect a lack of competence; it simply indicates a limited volume of client feedback at this time.

Detailed Information for Prospective Clients:

Location: 4500 N Prospect Rd Suite 200, Peoria Heights, IL 61616. This location provides convenient access for residents of the Peoria area and surrounding communities. The office environment is designed to be professional and welcoming, facilitating open communication and a comfortable consultation experience.

Contact Information: Phone: 96919600. This phone number serves as the primary channel for inquiries, appointment scheduling, and general communication. A dedicated team member is typically available to assist clients with their needs.

Website: connect.thrivent.com. The website provides valuable information about the services offered, including detailed descriptions of financial planning strategies, investment options, and estate planning considerations. Clients can also use the website to schedule appointments online and access educational resources.

Service Offerings: Matt Rupert – Thrivent’s service offerings extend beyond basic financial planning. They provide:

• Retirement Planning: Developing comprehensive retirement strategies that align with individual goals and timelines.
• Investment Management: Creating and managing diversified investment portfolios tailored to risk tolerance and financial objectives.
• Estate Planning: Assisting clients in establishing wills, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to protect against financial risks.
• Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions.

Overall Recommendation: Matt Rupert – Thrivent presents itself as a potentially valuable resource for individuals seeking a personalized approach to financial management. While the current lack of reviews warrants caution, the combination of Thrivent Financial’s reputation and the focus on individualized planning suggests a dedication to client success. We strongly advise prospective clients to contact the office directly, schedule an appointment, and engage in a thorough discussion of their financial goals and needs before making any decisions. Further research and independent verification are always recommended. The accessibility features demonstrate a commitment to serving a diverse clientele. The service provides a solid foundation for building a secure and prosperous financial future.

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"summary": "Matt Rupert – Thrivent offers personalized financial planning and consulting services in Peoria, Illinois, prioritizing client needs and utilizing Thrivent Financial's resources.",
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