Paramount Financial Strategies - Ameriprise Financial Services, LLC - Oconomowoc, Wisconsin

Paramount Financial Strategies - Ameriprise Financial Services, LLC

Una empresa de consultoría financiera con sede en Oconomowoc, Wisconsin, que ofrece servicios de planificación financiera e inversión a sus clientes.

Con más de 50 años de experiencia en la industria, Paramount Financial Strategies es una filial de Ameriprise Financial Services, LLC, una de las empresas de seguros y servicios financieros más grandes del mundo.

Características y servicios

Los servicios ofrecidos por Paramount Financial Strategies incluyen:

• Planificación financiera personalizada
• Servicios de inversión
• Asesoramiento sobre seguros
• Planificación para la jubilación
• Asesoramiento sobre la educación de los hijos

Ubicación y acceso

La dirección de Paramount Financial Strategies es:

121 St Paul St, Oconomowoc, WI 53066

El teléfono es: 262-269-1299

La empresa tiene un sitio web en ameripriseadvisors.com donde se pueden encontrar más información sobre sus servicios y especialidades.

Especialidades

Las especialidades de Paramount Financial Strategies incluyen:

Financial planner y Investment service.

Otros datos de interés

Algunos datos de interés sobre Paramount Financial Strategies son:

Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointment required y Appointments recommended.

Opiniones

Esta empresa tiene 52 reviews en Google My Business.

La media de opinión es de 4.9/5.

👍 Reviews of Paramount Financial Strategies - Ameriprise Financial Services, LLC

Michael B.

5/5

We could not be happier with our experience with Paramount. A wonderful family run business that cares about each individual they serve and their specific needs. Patrick and Reb have been an absolute joy to work with and their support staff is awesome! They have truly made my entire family feel like a part of theirs. They took the time to look at our whole “life picture” and helped our family navigate 401K planning, life insurance needs, estate planning, retirement goals, and overall family financial health. We were initially skeptical seeking out this type of help. I wish we hadn’t been. I’ve never felt more comfortable with our future and it’s all thanks to Paramount. Our experience has been nothing short of exemplary and for these reasons we give Patrick and his team our highest recommendation. Thank you Bortz family!

Sherri C.

5/5

Patrick Bortz has been my financial advisor for several years now. From the beginning, I felt he took the time to understand what my retirement goals were and what I needed to achieve those goals. Patrick is easy to talk to, answers all my questions in a way I can understand, and continues to check in with me on a regular basis. I'm very happy with Patrick and Paramount Financial.

Charlie C.

5/5

The team at Paramount has treated me very well for the years I have been working with them and were able to set me on a great plan for long term financial planning. We have been able to create a custom plan to suit my needs and review my 401k on a yearly basis. My experience has led me to refer numerous friends and colleagues!

Kevin J.

5/5

Had an initial consultation with Patrick recently, and he was very honest and provided some great tips and advice. Due to my current unique financial situation, he actually recommended that I not utilize many of his services (for now). I will reach out to him later as my needs change.

Lisa N.

5/5

Wonderful family based company helping us managing our finances. Patrick touches base with us frequently and is very personable, making us feel like family. Despite the current financial climate, he continues to reassure us that we will be ok. His father checks in, just to be sure we don't have any questions, and his brother has helped us with our wills/family trust. A class act family business.

Sierra M.

5/5

Could not ask for more from Paramount. Patrick explained everything so thoroughly. We had been with another Financial Advisor for years and in one hour with Patrick got 10x more info than ever with our previous person. Paramount is top notch!!

Steven M.

5/5

As an airline employee who lost a company pension plan and had to rely solely on a 401K. plan. I realize just how much every penny counts. Over the years I’ve dealt with a number of financial planners. However, when I finally dedicated the time necessary to research and seek out a fiduciary that would meet our needs and maximize our retirement potential, I discovered Paramount Financial. Reb, Patrick and their team have been extraordinary. I can’t overstate the personal attention we’ve received. Whether it’s meetings, phone calls, emails or even text messages. Reb and Patrick have answered every question and addressed every concern my wife and I have had regarding our retirement funds. As I close in on my retirement date (a time when many are experiencing anxiety) we’ve never been more comfortable or more confident in our retirement having moved our 401 and IRA’s to Paramount Financial.

A M.

5/5

New to retirement and to Paramount Financial Strategies! We couldn’t be happier with the help of Reb and Patrick Bortz. They have gone above and beyond in helping us consolidate accounts and plan for our future!
A friendly staff, up to date technology, and advice from experienced financial advisors. We feel we’re in good hands going into our future.