Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC - Midvale, Utah

Alex Hancock - Financial Advisor at Ameriprise Financial Services, LLC

Main Services

• Personalized Financial Planning: Alex Hancock, a financial advisor at Ameriprise Financial Services, LLC, helps clients identify and prioritize their financial goals. He provides tailored strategies to address each client's unique situation, focusing on areas such as retirement planning, investment management, tax planning, and estate planning.
• Investment Services: Hancock offers comprehensive investment services, including mutual funds, ETFs, stocks, bonds, and retirement accounts. He is a Chartered Mutual Fund Counselor™, a designation recognized in the financial services industry, ensuring clients receive expert guidance on mutual funds and their various uses as investment vehicles.
• Retirement Planning: Hancock specializes in helping clients plan for retirement. He creates customized retirement plans, considering factors such as income needs, risk tolerance, and potential market fluctuations. He also assists clients with retirement account rollovers, distribution planning, and income planning in retirement.
• College Savings Planning: For clients with children or grandchildren, Hancock offers guidance on college savings strategies. He helps families understand the various college savings plans, such as 529 plans, and creates personalized savings plans to help them achieve their educational goals.
• Tax Planning and Management: Hancock works closely with clients to develop tax-efficient investment strategies. He helps minimize clients' tax liabilities, maximize after-tax returns, and stay informed about changes in tax laws and regulations. He also coordinates with clients' tax professionals to ensure a comprehensive approach to tax planning.

Location and Access

Ameriprise Financial Services, LLC, where Alex Hancock practices, is conveniently located at 7730 Union Park Ave Ste 300, Midvale, UT 84047, United States, in the heart of the Salt Lake Valley. The office is situated in the Union Park Plaza, a professional park with easy access from major highways, including I-15 and I-215.

The office is designed to be wheelchair-accessible, with ramp access and automatic doors. The building features wheelchair-accessible restrooms and ample parking spaces, including designated wheelchair-accessible spots. For clients traveling by public transportation, the office is close to several bus stops, served by the Utah Transit Authority (UTA).

Featured Characteristics

• One-on-One Financial Advice: Alex Hancock believes in building strong, long-lasting relationships with his clients. He provides personalized, one-on-one financial advice, taking the time to understand each client's unique situation, goals, and concerns.
• Transparent and Objective Guidance: Hancock is committed to providing transparent and objective financial advice. He helps clients understand the reasoning behind his recommendations and ensures that their best interests are always his top priority.
• Comprehensive Financial Planning Approach: Hancock takes a holistic approach to financial planning, considering all aspects of a client's financial life. He helps clients address their immediate financial concerns while also planning for long-term goals and potential life changes.
• Technology-Driven Tools and Resources: Ameriprise Financial Services, LLC offers clients access to digital tools and resources to help them stay on track with their financial goals. Clients can view their investments, track their progress, and update their information securely through the firm's website and mobile app.

Practical Information

• Phone: Clients can reach Alex Hancock and the Ameriprise Financial Services, LLC office by calling 801-568-2243.
• Website: For more information about Alex Hancock and the services provided by Ameriprise Financial Services, LLC, visit the firm's website at ameripriseadvisors.com.
• Office Hours: The Ameriprise Financial Services, LLC office is typically open Monday through Friday, from 9:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments at their convenience, including evenings and weekends, as needed.
• Online Appointments: For clients who prefer virtual meetings, Alex Hancock offers online appointments. These appointments can be scheduled using the firm's website or by contacting the office directly.

Opinions and Average Opinion

As of now, there are no reviews for Alex Hancock or Ameriprise Financial Services, LLC on Google My Business. Without any reviews, it is challenging to provide an average opinion or highlight any positive aspects mentioned by clients. However, given the firm's reputation and the industry recognitions, such as the Chartered Mutual Fund Counselor™ designation, it is reasonable to expect that clients receive professional, personalized, and objective financial advice.

Once reviews become available, they will be updated, and the average opinion will be calculated and shared here.