Bob Leffert - Financial Consultant, Ameriprise Financial Services, LLC - Conway, Arkansas

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For individuals and families seeking comprehensive financial planning and investment services, Bob Leffert of Ameriprise Financial Services, LLC, presents a valuable resource. Located in Conway, Arkansas, Mr. Leffert offers personalized guidance to help clients achieve their long-term financial goals. His firm, situated at 1445 Hogan Ln #1, Conway, AR 72034, is committed to providing tailored strategies designed to address a diverse range of needs, from retirement planning and education savings to estate planning and risk management.

About Bob Leffert

Bob Leffert is a seasoned financial consultant with a strong background in helping clients navigate the complexities of the financial landscape. He leverages his extensive experience and knowledge of the Ameriprise platform to develop customized plans that align with each client’s unique circumstances and aspirations. Mr. Leffert understands that financial planning is not a one-size-fits-all approach and prioritizes building strong, trusting relationships with his clients. He takes the time to thoroughly understand their current financial situation, goals, and risk tolerance before recommending any specific strategies.

Specialties and Services

Mr. Leffert’s primary specialties include:

• Financial Planning: He assists clients in creating a holistic financial plan that encompasses all aspects of their financial life, including budgeting, debt management, and tax planning.
• Investment Services: Through Ameriprise, he provides access to a wide range of investment options, including mutual funds, ETFs, and annuities, enabling clients to build diversified portfolios aligned with their risk profiles and time horizons.
• Retirement Planning: A significant focus of his practice is helping clients plan for a secure and comfortable retirement, considering factors such as Social Security benefits, pension plans, and investment strategies.
• Education Savings: He guides families in establishing and managing education savings plans, such as 529 plans, to help cover the costs of higher education.
• Estate Planning: Mr. Leffert provides guidance on essential estate planning tools to ensure assets are distributed according to clients’ wishes.

Online Appointments and On-site services are readily available, offering clients flexibility in how they interact with Mr. Leffert. Clients can schedule consultations via video conferencing or meet in person at his Conway office. Accessibility is further enhanced by the provision of a wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating a commitment to inclusivity.

Location and Contact Information

The office is conveniently located at: 1445 Hogan Ln #1, Conway, AR 72034, United States. Clients can easily reach Mr. Leffert by calling 5013284678. His website, ameripriseadvisors.com, provides further information about his services and qualifications. It's recommended to schedule an appointment to ensure dedicated time for a thorough discussion of your financial needs.

Client Feedback & Current Status

Currently, Bob Leffert’s Google My Business profile has 0 reviews. This indicates that there isn't yet a substantial body of client feedback publicly available. However, the average opinion (0/5) suggests that, at this time, there's little publicly documented sentiment regarding his services. It is advisable to seek out more recent reviews or testimonials as they become available. A growing number of positive reviews would undoubtedly provide further reassurance to prospective clients.

Despite the lack of current reviews, Mr. Leffert's dedication to personalized service and his affiliation with a reputable firm like Ameriprise Financial Services, LLC, offers a solid foundation for trust. He emphasizes a proactive approach to financial planning, regularly reviewing and adjusting plans to reflect changes in a client’s circumstances and the market environment. His commitment to ongoing communication and education ensures clients remain informed and empowered to make sound financial decisions. He firmly believes in a collaborative approach, working closely with clients to develop strategies that align with their values and long-term objectives.

Key Features of Working with Bob Leffert:

• Personalized Planning: Tailored strategies based on individual needs.
• Comprehensive Services: Covers a wide range of financial areas.
• Experienced Advisor: Backed by the resources of Ameriprise.
• Accessible Location: Conveniently located in Conway, Arkansas.
• Dedicated Support: Commitment to ongoing communication and service.

For individuals seeking a trustworthy and knowledgeable financial planner, Bob Leffert presents a promising option. While the lack of current reviews warrants a cautious approach, his professional credentials, combined with the stability and resources of Ameriprise, offer a degree of confidence. We encourage potential clients to schedule a consultation to discuss their financial goals and determine if his services align with their needs. His focus on building long-term relationships and providing proactive guidance makes him a valuable partner in achieving financial success.

Contacting Bob Leffert:

Phone: 5013284678

Website: ameripriseadvisors.com

Address: 1445 Hogan Ln #1, Conway, AR 72034, United States

Disclaimer: This information is for general guidance only and does not constitute financial advice. Clients should consult with a qualified professional to discuss their specific circumstances.

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"summary": "Bob Leffert is a financial consultant at Ameriprise Financial Services, offering personalized financial planning and investment services in Conway, Arkansas, prioritizing client relationships and comprehensive financial strategies.",
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