Ariss Financial Group - Ameriprise Financial Services, LLC - Dothan, Alabama

Ariss Financial Group – Ameriprise Financial Services, LLC: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment services, Ariss Financial Group – Ameriprise Financial Services, LLC, located at 1451 W Main St, Dothan, AL 36301, represents a dedicated resource. This firm operates under the umbrella of Ameriprise Financial, leveraging a robust network and expertise to deliver personalized solutions. Currently, Ariss Financial Group maintains a limited presence on Google My Business, reflecting 0 reviews and an average opinion of 0/5. However, this doesn't diminish the potential value they offer to clients in the Dothan area.

Services Offered

• Financial Planning: Ariss Financial Group specializes in crafting tailored financial plans designed to address a wide range of needs. These plans consider factors such as retirement goals, education savings, estate planning, and insurance strategies. Their approach is holistic, aiming to integrate all aspects of a client’s financial life.
• Investment Services: As part of Ameriprise, clients gain access to a diverse portfolio of investment products, including mutual funds, ETFs, and annuities. The team works closely with clients to understand their risk tolerance and investment objectives, constructing portfolios that align with their specific circumstances.
• Retirement Planning: A significant focus is placed on helping clients prepare for a secure retirement. This involves projecting future income needs, evaluating retirement account options, and developing strategies to maximize savings and minimize taxes.
• Education Planning: Ariss Financial Group assists families in planning for the cost of education, offering guidance on 529 plans, Coverdell accounts, and other educational savings vehicles.
• Estate Planning: They provide support in creating estate plans that ensure assets are distributed according to clients’ wishes and minimize potential estate taxes.

Location and Accessibility

The physical location at 1451 W Main St in Dothan, Alabama, provides clients with a convenient, on-site service option. This allows for in-person meetings and consultations, fostering a stronger client-advisor relationship. The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance and wheelchair-accessible seating. Furthermore, a dedicated wheelchair-accessible car park and wheelchair-accessible toilet are available, demonstrating a commitment to inclusivity. Appointments are recommended to ensure dedicated time and personalized attention. The firm also offers online appointments for clients who prefer the convenience of virtual consultations.

Key Features and Amenities

Important Considerations

Despite the lack of recent reviews on Google My Business, the affiliation with Ameriprise Financial provides a degree of assurance. Ameriprise is a well-established and reputable financial services firm with a long history of serving clients. It’s advisable for prospective clients to conduct their own due diligence, researching the individual advisor and their qualifications. Given the limited feedback available, contacting the firm directly to discuss their approach and experience is strongly encouraged. The firm’s focus on personalized service and on-site consultations suggests a commitment to building long-term client relationships. The emphasis on accessibility demonstrates a commitment to serving a broad range of clients. While the current rating is low, a lack of reviews does not necessarily reflect the quality of the services provided. Potential clients are encouraged to schedule an appointment recommended to speak with an advisor directly and assess whether Ariss Financial Group aligns with their specific needs and objectives. The firm’s specialization in financial planner and investment service makes them a viable option for those seeking expert guidance.