Thrivent Financial - Lakewood, California

For individuals and families seeking expert financial guidance, Thrivent Financial presents a noteworthy option. Located at Address: 4909 Lakewood Blvd Suite 305, Lakewood, CA 90712, United States, and reachable at Phone: 5624445156, this firm specializes in providing personalized financial consultant services. Currently, Thrivent Financial maintains a limited online presence, with no dedicated website available at this time. However, their commitment to client well-being is evident in the accessibility features they offer, including a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet, along with standard restroom facilities. As of today, Thrivent Financial has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This lack of readily available customer feedback should be considered when evaluating the firm’s services.

What is Thrivent Financial Thrivent Financial is a fraternal benefit society that offers a range of financial products and services. Unlike many investment firms, Thrivent’s roots lie in a cooperative structure, meaning it’s owned by its members—primarily people of faith—rather than shareholders. This unique structure influences their approach to financial planning, often emphasizing values-based investing and a holistic view of financial wellness. They aim to help members achieve their financial goals while aligning with their personal beliefs and values. Their services extend beyond simple investment management; they encompass retirement planning, insurance, estate planning, and general financial education.

Key Services Offered

• Financial Planning: Thrivent’s core service is comprehensive financial planning. They work with clients to assess their current financial situation, define their goals (short-term and long-term), and develop a tailored plan to achieve those goals.
• Investment Management: They offer investment management solutions, including access to a diverse range of mutual funds and annuities that align with members’ values.
• Retirement Planning: Thrivent provides assistance with retirement savings, income planning, and distribution strategies.
• Insurance Services: Members can access life, disability, and accidental death & dismemberment insurance through Thrivent.
• Estate Planning: They offer guidance on estate planning tools, including wills, trusts, and charitable giving strategies.

Location and Accessibility

The physical location of Thrivent Financial at 4909 Lakewood Blvd Suite 305, Lakewood, CA 90712 is easily accessible, and the firm prioritizes inclusivity. The commitment to accessibility is underscored by the following features:

• Wheelchair-Accessible Car Park: A designated parking area is available for wheelchair users.
• Wheelchair-Accessible Entrance: The primary entrance features a ramp, ensuring easy access for individuals using wheelchairs or other mobility devices.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided for client convenience.
• Standard Restrooms: Additionally, standard, accessible restrooms are available.

Important Considerations

Given the limited online presence and lack of recent reviews, prospective clients are encouraged to conduct thorough due diligence. Contacting the firm directly via phone is recommended to discuss specific needs and explore the suitability of their services. It is advisable to seek additional information from independent sources and compare Thrivent Financial’s offerings with those of other financial advisors.

Values-Based Investing: A distinctive element of Thrivent’s approach is its emphasis on values-based investing. This means that investment decisions are made not solely based on financial returns, but also on aligning investments with the member’s personal beliefs and values. They offer a range of socially responsible investment options.

Member-Owned Structure: As a fraternal benefit society, Thrivent is owned by its members—individuals who share a common faith. This structure impacts the company’s mission and priorities, fostering a commitment to service and community engagement.

Current Status: It's important to note that the firm is currently undergoing some restructuring and transitions. This may influence the availability of certain services or the overall client experience. Clients should inquire directly with a representative to obtain the most up-to-date information.

Summary: Thrivent Financial operates as a fraternal benefit society providing financial consultant services, emphasizing values-based investing and a member-owned structure. Located in Lakewood, California, they offer accessibility features, but currently lack a robust online presence and have limited recent customer reviews. Prospective clients should conduct thorough research and contact the firm directly to discuss their individual financial needs.