Amy Bourbois - Thrivent - Neenah, Wisconsin

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Amy Bourbois – Thrivent: A Comprehensive Overview

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For individuals and families seeking expert financial planning and personalized financial consulting services, Amy Bourbois at Thrivent offers a dedicated approach to managing wealth and achieving financial goals. Located in Neenah, Wisconsin, at 2185 W Prairie Creek Dr, Amy and her team are committed to providing tailored solutions rooted in a strong understanding of their clients’ unique circumstances. Thrivent, as a faith-based financial services association, brings a distinct perspective to financial guidance, emphasizing stewardship and long-term financial well-being.

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About Amy Bourbois and Thrivent

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Amy Bourbois is a financial planner and financial consultant within the Thrivent network. Her expertise encompasses a wide range of services, including retirement planning, investment management, estate planning, insurance analysis, and education savings. She leverages Thrivent’s extensive resources and research capabilities to offer clients informed perspectives and strategic recommendations. Thrivent’s core mission is to help members make the most of their financial resources while aligning their finances with their values. This commitment to values-based financial planning distinguishes Thrivent from many other financial institutions.

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Location and Accessibility

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The office is conveniently situated at 2185 W Prairie Creek Dr, Neenah, WI 54956. Thrivent prioritizes accessibility for all clients, and this location reflects that commitment. Specifically, the facility boasts:

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• Wheelchair accessible entrance

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• Wheelchair accessible parking lot

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• Wheelchair accessible restroom

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• Restroom (accessible)

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These features ensure that individuals with mobility challenges can easily access and utilize the services provided. It’s recommended to call ahead to confirm accessibility features if needed.

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Contact Information

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Clients can readily connect with Amy and her team through:

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• Phone: 38997981

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• Website: local.thrivent.com

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The website provides valuable resources, including financial planning tools, articles, and information about Thrivent’s services.

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Client Feedback and Reputation

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Currently, Amy Bourbois’s Thrivent office has 0 reviews on Google My Business. This indicates a relatively new or sparsely reviewed presence. However, this doesn't necessarily reflect the quality of service provided. It's important to note that building a strong online reputation takes time and consistent positive client experiences. Thrivent generally maintains a positive reputation for its ethical practices and commitment to member service.

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The average opinion is 0/5, highlighting the need for clients to share their experiences. We encourage potential clients to actively seek out reviews and testimonials to gain a comprehensive understanding of the services offered.

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Key Services Offered

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• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.

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• Investment Management: Creating and managing diversified investment portfolios aligned with individual risk tolerance and financial goals.

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• Estate Planning: Assisting clients in planning for the transfer of assets and the preservation of their legacy.

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• Insurance Analysis: Evaluating insurance needs and recommending appropriate coverage to protect against financial risks.

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• Education Savings: Providing guidance on saving for college and other educational expenses.

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• Financial Education: Offering workshops and resources to improve clients’ financial literacy.

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Amy Bourbois’s approach is characterized by a collaborative and client-centered philosophy. She takes the time to understand each client’s individual needs, goals, and values before developing a customized financial plan. She emphasizes ongoing communication and regular plan reviews to ensure that the plan remains aligned with changing circumstances.

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Thrivent’s commitment to financial stewardship and ethical practices further enhances the value of Amy Bourbois’s services. Clients can be confident that their financial plans are being managed with integrity and a focus on long-term success. The accessibility features demonstrate a genuine care for client comfort and convenience, making Thrivent a welcoming and supportive financial partner. Considering the limited current reviews, proactively seeking feedback and engaging with the team directly is advised for prospective clients. The appointment recommendation underscores the personalized nature of the service – allowing for a deeper dive into individual needs.

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"summary": "Amy Bourbois at Thrivent offers personalized financial planning and consulting services in Neenah, WI, with a focus on values-based financial guidance and accessible facilities, though currently with limited online reviews.",
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