Patrick Christian Bortz - Financial Advisor, Ameriprise Financial Services, LLC - Oconomowoc, Wisconsin

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In the world of financial advisory, Patrick Christian Bortz stands out as a dedicated professional affiliated with Ameriprise Financial Services, LLC, a prominent financial services firm known for its commitment to personalized financial planning and investment strategies. As a financial advisor, Bortz offers expertise in guiding clients through complex financial decisions, ensuring their long-term goals are met with precision and care. His role involves not only financial planning but also consultation on investment services, making him a versatile resource for individuals seeking to optimize their financial futures. This overview delves into his professional background, services, and accessibility, providing a comprehensive guide for those considering his advice.

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Professional Background and Expertise

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Patrick Christian Bortz is recognized for his expertise as a financial planner and consultant within Ameriprise Financial Services, LLC. His primary focus lies in delivering tailored financial solutions that address the unique needs of each client. With a strong foundation in financial principles, Bortz assists clients in navigating areas such as retirement planning, wealth management, and investment strategies. His approach emphasizes education and collaboration, ensuring clients are well-informed and empowered to make confident decisions. Ameriprise, as his employing firm, provides a robust platform that supports advisors like Bortz in offering a wide range of services, including retirement income solutions, tax-efficient investing, and risk management. This synergy allows Bortz to leverage cutting-edge tools and market insights, enhancing the value he brings to his clients.

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Key Specialties

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Bortz specializes in several areas, including financial planning, consultation, and investment services. Financial planning involves creating a comprehensive roadmap for clients' financial lives, covering everything from budgeting and saving to insurance and estate planning. His consulting services offer ongoing support, helping clients adapt their strategies to changing life circumstances or market conditions. Investment services form another cornerstone of his expertise, where he helps clients build and manage investment portfolios aligned with their risk tolerance and goals. This multifaceted approach ensures that clients receive holistic advice rather than fragmented recommendations, fostering a deeper sense of security and financial stability. For instance, a client seeking retirement income might benefit from Bortz's advice on annuities or systematic withdrawal plans, while someone focused on growth may explore options like stock investments or mutual funds.

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Location and Accessibility

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Located in Oconomowoc, Wisconsin, Patrick Christian Bortz's office is situated at 121 St Paul St, making it easily accessible to residents and visitors alike. This strategic location places him within a community that values financial services, allowing for convenient in-person interactions. The office hours and appointment availability are designed to accommodate clients' schedules, with a recommendation to book appointments in advance to ensure personalized attention. Ameriprise's commitment to accessibility is evident in the infrastructure of their offices, which includes wheelchair accessible parking, restrooms, and seating, ensuring that all clients, regardless of physical ability, can visit with ease. This focus on inclusivity reflects a broader trend in the financial industry to provide equitable services to a diverse clientele.

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Online and In-Person Services

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In today's digital age, Bortz also offers online appointment options, leveraging technology to make financial consultations more convenient. This feature is particularly beneficial for clients with busy schedules or those who prefer the comfort of their homes. The online booking system simplifies the process of scheduling meetings, providing a seamless experience from the start. For those who prefer face-to-face interactions, onsite services are available, allowing for in-depth discussions and relationship-building. During these visits, clients can discuss their financial goals, ask questions, and receive tailored advice in a comfortable setting. Bortz's availability through multiple channels ensures that he can cater to a variety of preferences, enhancing client satisfaction and accessibility.

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Moreover, the physical infrastructure of the office is designed with accessibility in mind. The wheelchair accessible parking lot and restroom cater to clients with mobility challenges, demonstrating a commitment to inclusivity. Wheelchair accessible seating in the consultation areas further ensures that all clients can participate comfortably in discussions. These amenities not only improve the client experience but also align with Ameriprise's dedication to providing a supportive environment. It is advisable for potential clients to consider these features when deciding on the mode of interaction, as they contribute to a stress-free and efficient consultation process.

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Reputation and Reviews

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While Patrick Christian Bortz's professional reputation is built on his expertise and client-centered approach, it is worth noting that his business has not yet accumulated any reviews on Google My Business. This absence of feedback could be due to a variety of reasons, such as a newer advisory practice or a less active online presence. However, the lack of reviews does not diminish the value of his services; instead, it highlights the importance of seeking information directly from reliable sources. Ameriprise Financial Services, LLC, as a well-established firm, maintains a strong industry reputation, which indirectly underscores the credibility of its advisors.

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Average Opinion

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The current average opinion for Patrick Christian Bortz stands at 0/5 based on zero reviews, presenting a neutral stance in terms of public feedback. This score does not reflect the quality of his services but rather the absence of any user-generated reviews. It is crucial for prospective clients to understand that a low average opinion or lack of reviews can stem from insufficient data rather than poor service. In the financial advisory sector, experiences can vary widely based on individual needs and expectations, making it essential to gather information through direct channels rather than relying solely on online ratings. Ameriprise, being a member of the Financial Planning Association and other industry bodies, adheres to strict ethical standards, which adds another layer of trustworthiness to Bortz's recommendations.

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For those interested in financial advice, it is recommended to initiate a conversation with Bortz or explore the firm's resources to gain insights into his approach and services. The combination of his expertise, the firm's reputation, and the accessibility features of his office positions him as a strong candidate for individuals seeking reliable financial guidance.

",
"summary": "Patrick Christian Bortz is a financial advisor at Ameriprise Financial Services, offering planning, consultation, and investment services with a focus on accessibility and client needs.",
"keywords": ["Financial Advisor", "Ameriprise Financial Services", "Investment Planning", "Financial Planning", "Online Appointments", "Accessibility"],
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"language_used": "en"
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