Blair Hake - Financial Advisor, Ameriprise Financial Services, LLC - Stockton, California

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Introducing Blair Hake – Your Dedicated Financial Advisor at Ameriprise Financial Services

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For individuals and families in Stockton, California, seeking comprehensive financial planning and investment services, Blair Hake at Ameriprise Financial Services, LLC, presents a reliable and professional resource. Mr. Hake operates from a convenient location at 2087 Grand Canal Blvd Ste 2 & 3 & 4, Stockton, CA 95207, and can be reached by phone at 2094789900. His website, ameripriseadvisors.com, offers a wealth of information about his services and approach. Mr. Hake is committed to guiding clients through all stages of their financial journey, from initial assessment to long-term wealth management.

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About Blair Hake and Ameriprise Financial Services

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Blair Hake is a seasoned financial advisor with Ameriprise Financial Services, LLC. He brings a deep understanding of the financial landscape and a client-centric philosophy to his practice. Ameriprise Financial Services is a leading financial planning firm, offering a broad range of products and services designed to meet diverse client needs. They specialize in areas such as retirement planning, investment management, estate planning, and insurance. Mr. Hake’s role within Ameriprise is to provide personalized advice and strategies tailored to each client’s unique circumstances, goals, and risk tolerance. He focuses on building long-term relationships based on trust and transparency.

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Specialties and Services Offered

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Mr. Hake’s specialties primarily revolve around financial planning and investment service provision. Specifically, he assists clients with:

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

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• Investment Management: Constructing diversified investment portfolios aligned with client goals and risk profiles.

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• Education Savings: Helping families save for college through various options like 529 plans.

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• Estate Planning: Working with clients to plan for the transfer of assets and the preservation of wealth.

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• Insurance Planning: Assessing insurance needs to protect against unforeseen events.

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He leverages Ameriprise's extensive resources to provide his clients with access to a wide array of financial products and tools. Furthermore, Mr. Hake offers online appointments for convenient scheduling and onsite services for those who prefer in-person consultations. He strongly recommends scheduling appointments in advance to ensure adequate time for a thorough discussion of your financial situation.

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Accessibility and Support

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Mr. Hake’s office is designed with accessibility in mind. It features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Wheelchair accessible seating is also available within the consultation area. Restrooms are readily available for all clients. The firm recognizes the importance of accommodating diverse needs and ensuring a comfortable and convenient experience for everyone.

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Client Feedback and Current Status

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Currently, Blair Hake’s profile on Google My Business has 0 reviews. This indicates a recent establishment or a period of limited client reviews. The average opinion is 0/5, reflecting the lack of existing feedback. However, Mr. Hake is dedicated to providing exceptional service and building a strong reputation within the community. We encourage prospective clients to consider scheduling a consultation to experience his expertise firsthand.

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Contact Information and Scheduling

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To schedule an appointment with Blair Hake, please contact him directly at 2094789900 or visit his website at ameripriseadvisors.com. He is available for online appointments and welcomes clients for onsite services. He believes that open communication and a collaborative approach are crucial to achieving financial success. He’s committed to helping his clients navigate the complexities of the financial world with confidence.

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Key Features:

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• Strategic Financial Planning: Developing customized plans for long-term financial goals.

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• Investment Portfolio Management: Creating and managing diversified investment portfolios.

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• Personalized Service: Providing tailored advice and support to each client.

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• Accessibility: Ensuring a welcoming and accessible environment for all clients.

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Mr. Hake’s dedication to his clients and his commitment to providing comprehensive financial solutions make him a valuable resource for anyone seeking to achieve their financial aspirations.

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"summary": "Blair Hake at Ameriprise Financial Services offers personalized financial planning and investment services in Stockton, CA, prioritizing client needs and accessibility, despite currently lacking online reviews.",
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