Ameriprise Financial Services, LLC- Martin M. Sohovich - Waynesville, North Carolina

Ameriprise Financial Services, LLC - Martin M. Sohovich: A Comprehensive Overview

Ameriprise Financial Services, LLC, through the dedicated expertise of Martin M. Sohovich, presents a comprehensive suite of financial solutions designed to meet the diverse needs of individuals and families. Located at 1200 S Main St, Waynesville, NC 28786, and readily accessible at 84520494, Mr. Sohovich operates as a trusted financial planner and financial consultant, offering a personalized approach to wealth management.

Specializations and Services

Mr. Sohovich’s practice encompasses a broad range of financial services, reflecting a commitment to holistic financial well-being. His core specialties include:

• Financial Planning: Developing customized strategies to achieve short-term and long-term financial goals.
• Financial Consulting: Providing expert advice on investment strategies, retirement planning, estate planning, and insurance needs.
• Insurance Brokerage: Assisting clients in selecting appropriate insurance products, including life, disability, and long-term care insurance.
• Investment Company Representation: Partnering with Ameriprise to offer access to a wide array of investment options.
• Investment Services: Managing investment portfolios to align with individual risk tolerance and financial objectives.
• Life Insurance Agency: Guiding clients through the complexities of life insurance, ensuring they have adequate coverage for their families.

Beyond these core areas, Mr. Sohovich’s firm provides online appointments for convenient scheduling and onsite services for personalized consultations. The office is fully wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Comfortable wheelchair accessible seating is also available, ensuring inclusivity for all clients.

Accessibility and Client Experience

Mr. Sohovich consistently prioritizes client convenience and accessibility. Appointments are recommended to allow for thorough discussions and detailed planning. The firm’s commitment to accessibility is further evidenced by its physical infrastructure, designed to accommodate individuals with disabilities. Clients consistently report a positive experience, appreciating Mr. Sohovich’s proactive approach and his dedication to simplifying complex financial matters. He is known for his clear communication and his willingness to explain financial concepts in a way that is easily understood. Many clients find his guidance invaluable in navigating the often-challenging world of personal finance.

Client Feedback and Reputation

Ameriprise Financial Services, LLC – Martin M. Sohovich, maintains a strong reputation within the Waynesville community, as reflected in its 49 reviews on Google My Business. The average opinion is a remarkable 5/5, highlighting the overwhelmingly positive feedback received. This exceptional rating suggests a consistent pattern of satisfied clients who value Mr. Sohovich’s expertise, integrity, and dedication to their financial success. The consistent praise emphasizes his proactive engagement with clients, his ability to anticipate their needs, and his commitment to providing tailored solutions.

Website and Contact Information

For further information and to schedule an appointment, please visit the Ameriprise Advisors website at ameripriseadvisors.com/marty.sohovich. You can also reach Mr. Sohovich directly at 84520494.

Key Features and Benefits

Here’s a summary of the key features and benefits of working with Ameriprise Financial Services, LLC – Martin M. Sohovich:

• Experienced Professional: Martin Sohovich possesses extensive knowledge and experience in the financial services industry.
• Personalized Planning: Clients receive customized financial plans tailored to their specific goals and circumstances.
• Comprehensive Services: A wide range of financial services are offered, including investment management, retirement planning, and insurance brokerage.
• Accessibility: The office is fully accessible to individuals with disabilities.
• Dedicated Support: Mr. Sohovich provides ongoing support and guidance to help clients achieve their financial objectives.
• Reputable Firm: Ameriprise Financial Services, LLC is a well-established and trusted financial institution.

In conclusion, Ameriprise Financial Services, LLC – Martin M. Sohovich, offers a compelling combination of expertise, accessibility, and personalized service. Potential clients seeking a knowledgeable and dedicated financial planner are strongly encouraged to contact Mr. Sohovich to discuss their financial needs and explore the possibilities for a brighter financial future.

👍 Reviews of Ameriprise Financial Services, LLC- Martin M. Sohovich

James M. J.

5/5

I have been a client of Marty’s for over a year at the time of this review and I am grateful I chose him for a Financial advisor. He’s upfront and great at what he does. He’s always ahead of me when it comes to the market and has taken care of me as a client. He has always explained things to me if I didn’t understand them. I appreciate what he’s done thus far, and I’m excited for what the future holds. If you are looking for a great financial advisor, look no further then Marty.

Kimberly H.

5/5

I found Marty last Sept. 2024 because I had seen excellent reviews. Marty explains things to me in a way I can easily understand. I am more of a visual learner, so he also utilizes his whiteboard during the meeting, which is very effective. Marty is also a good listener. He always gets back to you, checks on you and goes out of his way to remember special events in your life. He has real passion for what he does which means the most.

Janette K.

5/5

I want to thank Marty and highly recommend him as he has not only help me to understand the investments that I inherited but also how the business of stocks, bonds and mutual funds work. I fine it interesting and so thankful to have a better idea of how my money is being invested. As someone new to all of this Marty has been more than happy to keep explaining to me how the market works know matter how many times I ask. Thanks Again $$$

Kori K.

5/5

Marty is awesome. Very helpful and attentive to his clients. He is really easy to communicate with and makes you feel very comfortable. He is very patient with questions and concerns too. Check him out for your financial needs. 😁😁

Zacharais K. I.

5/5

What a pleasure it is working with Marty at Ameriprise Financial, and I couldn't be happier with the experience. Marty is incredibly helpful and took the time to educate us on how to make our money work for us. His expertise made a significant difference in our financial planning journey. I highly recommend Marty for his excellent service and knowledge.

Janet P.

5/5

Marty is the best financial adviser I've ever had! I was with him at Edward Jones and when he left to move to Ameriprise I never considered allowing anyone else to handle my investments. I am a very successful business woman but am not an expert at investing. Marty is a master at explaining and is super patient! He made it super easy to transition to Ameriprise and I'm now getting even better performance in my fee-based accounts and have more investment choices than at Edward Jones. Marty is just excellent and I truly trust him to have my best interests at heart.

Laura M.

5/5

We have had our investments with Marty for several years and have had the greatest trust in his management of our account, as well as his investment advice. Recently, Marty sourced a very attractive life insurance policy for which I am extremely grateful. When Marty left Edward Jones, we had no question as to where we would take our investments, and that was to follow Marty to Ameriprise. It is easy to talk with Marty, and he is great at explaining complex issues in a simplified and understandable way. Highly recommend.

NANCY W.

5/5

Marty has been my financial adviser for around 10 years. When he made the move to Ameriprise I was very happy to go with him. My willingness to move with Marty is due to my complete confidence and satisfaction in how he has continually worked with me all of these years. My accounts would not place me in a ‘big investor’ category, but Marty has always treated my investments like they are as important to him as they are to me. This is something I did not experience with other financial advisers. This is why I do not want any other adviser. I can not imagine being more satisfied.