Roland K Cook - Financial Advisor, Ameriprise Financial Services, LLC - Flagstaff, Arizona

Roland K. Cook – Your Trusted Financial Advisor

For individuals and families in Flagstaff, Arizona, and the surrounding areas, Roland K. Cook at Ameriprise Financial Services, LLC offers comprehensive financial planning and investment services. Located at 809 W Riordan Rd #101, Flagstaff, AZ 86001, Mr. Cook is dedicated to helping clients achieve their long-term financial goals through personalized strategies and ongoing support. He understands that navigating the complexities of the financial world can be overwhelming, and his approach centers on building strong, trusting relationships with his clients.

About Roland K. Cook

Roland K. Cook brings a wealth of experience to his role as a financial advisor. He specializes in assisting clients with a wide range of financial needs, including retirement planning, education savings, investment management, estate planning, and insurance strategies. His commitment is to provide tailored solutions that align with each client’s unique circumstances, risk tolerance, and objectives. He’s not just about selling products; it’s about understanding your life and crafting a plan to secure your future.

Key Services Offered

• Financial Planning: Mr. Cook develops comprehensive financial plans that address all aspects of a client’s financial life, from budgeting and debt management to long-term wealth accumulation.
• Investment Management: He offers a diverse range of investment options, including stocks, bonds, mutual funds, and ETFs, designed to help clients grow their portfolios while managing risk effectively.
• Retirement Planning: A significant focus is placed on helping clients prepare for a comfortable retirement, including estimating retirement income needs, developing savings strategies, and optimizing investment allocations.
• Education Planning: For families with children, Mr. Cook provides guidance on saving for college and other educational expenses.
• Estate Planning: He works with clients to develop strategies for transferring assets efficiently and minimizing estate taxes.

Convenient Location and Accessibility

The office is conveniently located at 809 W Riordan Rd #101 in Flagstaff. Accessibility is a priority, and the location features:

• Wheelchair-Accessible Car Park: Ensuring easy access for clients utilizing mobility devices.
• Wheelchair-Accessible Entrance: Providing a smooth and accessible entry into the office.
• Wheelchair-Accessible Toilet: Meeting the needs of clients with mobility challenges.
• Toilet Facilities: Standard restroom facilities are available.
• Online Appointments: For clients who prefer the convenience of virtual meetings, online appointments are readily available.
• On-Site Services: Personalized financial consultations are offered within the office environment.

Important Note Regarding Client Feedback

Currently, this office has 1 review on Google My Business, resulting in an average opinion of 1/5. While this feedback warrants attention and investigation, it does not reflect the overall experience of all clients. Mr. Cook and Ameriprise Financial Services are committed to continuously improving their services and addressing client concerns.

Contact Information

To schedule an appointment or discuss your financial needs, please contact Roland K. Cook at 928-774-2445. You can also visit his website at ameripriseadvisors.com for more information. He encourages prospective clients to reach out and explore how his expertise can benefit their financial future.

Overall Recommendation

Roland K. Cook at Ameriprise Financial Services offers a valuable service to the Flagstaff community. Despite the current low average review score, his commitment to personalized financial planning and accessibility makes him a potentially beneficial resource for those seeking professional guidance. We recommend contacting him to discuss your specific financial goals and determine if his services align with your needs. Further investigation into the reasons behind the negative review is advisable before making a final decision.

👍 Reviews of Roland K Cook - Financial Advisor, Ameriprise Financial Services, LLC

Jim S.

1/5

I was extremely dissatisfied with his so-called services.
Avoid