Shawn Rooney - Financial Advisor, Ameriprise Financial Services, LLC - Rockford, Illinois

Introduction to Shawn Rooney, Financial Advisor

Shawn Rooney represents a notable figure within the financial advisory landscape, specifically recognized as a dedicated Financial Advisor operating under the reputable umbrella of Ameriprise Financial Services, LLC. His professional designation positions him as a key resource for individuals seeking expert guidance in personal finance management, investment strategy formulation, and long-term financial planning. Shawn's role extends beyond mere transactional advice; he embodies the principles of fiduciary duty, aiming to provide clients with personalized solutions tailored to their unique circumstances and future aspirations.

About Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC stands as a prominent financial services firm, offering a comprehensive suite of wealth management and financial planning services across various geographical locations throughout the United States. The company's structure typically involves registered representatives like Shawn Rooney working within local teams, blending individual expertise with collaborative client service approaches. Ameriprise emphasizes a client-centered philosophy, focusing on building lasting relationships based on trust and delivering customized financial advice designed to help clients navigate complex financial decisions and achieve their life goals.

Contact Information

Prospective clients or those seeking further information can reach Shawn Rooney through multiple channels. His professional office is situated at 6068 Palo Verde Dr Ste 3, located in Rockford, Illinois, United States (61114). This strategic location places him within the Rockford community, offering accessibility for local clients seeking face-to-face consultations. For direct communication, clients may utilize the provided telephone number, 815-316-6460, which facilitates immediate contact for inquiries or scheduling purposes.

Online Presence and Accessibility

Shawn Rooney maintains a digital footprint through Ameriprise's official advisor directory, accessible via the website link provided: https://www.ameripriseadvisors.com/Shawn.Rooney. This online platform serves as a hub for additional information regarding his specific services, areas of expertise, and client testimonials (though none appear to be listed publicly at this time). The website facilitates easy access to schedule appointments, learn about investment philosophies, and understand the range of financial products and services offered under the Ameriprise banner.

Recognizing the diverse needs of clients, Shawn's practice offers both online and traditional appointment scheduling methods. This flexibility caters to clients who prefer the convenience of virtual meetings or require in-person interactions for more complex discussions. Furthermore, the practice is committed to inclusivity and physical accessibility, evidenced by the availability of wheelchair-accessible parking and entrances. Essential amenities like accessible restrooms are also mentioned, reflecting a consideration for all clients' needs during their visit.

Areas of Expertise

Shawn Rooney's professional profile highlights two primary specialties: Financial Planning and Investment Services. As a financial planner, his focus likely encompasses comprehensive financial analysis, goal setting, risk assessment, insurance planning, retirement planning, and tax optimization strategies designed to create holistic financial roadmaps for clients. His expertise in investment services suggests proficiency in crafting diversified investment portfolios aligned with clients' risk tolerance, time horizons, and financial objectives.

Client Experience and Reputation

While Shawn's professional capabilities and Ameriprise's reputation provide a foundation for client confidence, the absence of any recorded reviews on Google My Business leaves the specific client satisfaction metrics unspecified. This lack of online feedback could stem from various factors, including a newer practice, limited time for client reviews to accumulate, or a client base that prefers more private forms of feedback. Potential clients are advised to conduct further due diligence through direct conversations or consultations before entrusting significant financial decisions to any advisor.

Conclusion and Recommendations

For individuals situated in or near Rockford, Illinois, seeking professional financial guidance, Shawn Rooney at Ameriprise Financial Services, LLC presents a viable option. His credentials, combined with Ameriprise's established reputation in the financial services industry, suggest a foundation of trustworthiness. The availability of both online and in-person appointments offers flexibility for initial consultations. Clients are encouraged to leverage the online resources provided by Ameriprise, schedule a discovery call or in-person meeting to discuss their specific financial needs, and ask detailed questions about investment strategies, planning services, and the advisor's approach to client relationships. Thorough research and direct engagement remain the most reliable methods for evaluating whether Shawn Rooney's expertise aligns with individual financial goals.