Bryan R Smith - Financial Advisor, Ameriprise Financial Services, LLC - Stoughton, Wisconsin

Introduction to Bryan R. Smith – Financial Advisor

For individuals and families seeking comprehensive financial guidance, Bryan R. Smith, operating through Ameriprise Financial Services, LLC, presents a seasoned and dedicated approach to wealth management. Located at 1222 US-51, Stoughton, WI 53589, Mr. Smith offers personalized financial planning services alongside expertise in health and life insurance, catering to a diverse range of client needs. His commitment to building long-term relationships, coupled with a client-centric philosophy, distinguishes him within the financial advisory landscape.

Bryan R. Smith’s Credentials and Specializations

Bryan R. Smith’s professional journey is rooted in a deep understanding of financial principles and a genuine desire to assist clients in achieving their financial goals. As a Financial Planner, he provides strategic advice on investments, retirement planning, estate planning, and tax optimization. He also operates as a Health Insurance Agency, helping clients navigate the complexities of healthcare coverage options, and a Life Insurance Agency, ensuring families are protected with appropriate insurance policies. His expertise extends beyond mere product sales; he focuses on tailoring solutions to individual circumstances and risk tolerances.

Location and Accessibility

The office is conveniently situated at 1222 US-51, Stoughton, WI 53589. This location is designed to be accessible to all clients. Wheelchair-accessible car parks and wheelchair-accessible entrances are available, demonstrating a commitment to inclusivity. Furthermore, the facility includes a wheelchair-accessible toilet and general restroom facilities, ensuring comfort and ease of access for everyone. Appointments are recommended to guarantee dedicated time and personalized attention. Clients can easily contact the office at 6088730550 or visit the website for more information: ameripriseadvisors.com.

Client Feedback and Reputation

Client feedback consistently highlights Mr. Smith’s dedication and attentiveness. Numerous reviews on Google My Business reflect a strong positive sentiment, with an average opinion of 4.7/5. Many clients emphasize the value of his personalized service and the time he invests in understanding their individual financial situations. Specifically, one long-term client notes that Bryan “always gives me his time and attention (unhurried) even when I ask the same questions at every review (lol).” This suggests a commitment to ongoing support and a willingness to patiently address client inquiries.

Key Characteristics & Service Approach

Based on feedback and available information, Bryan R. Smith appears to cultivate strong, enduring relationships with his clients. He demonstrates a remarkable ability to remember details about client families and accounts, showcasing a level of care that goes beyond routine transactions. The team at Greater Dane Financial, including Leslie and Renee, are also frequently mentioned positively, contributing to a welcoming and collaborative environment. The emphasis on transparency and explaining complex options in an easy-to-understand manner is a key differentiator. He prioritizes putting clients’ goals first, building trust through open communication and honest advice. The consistent recommendation for appointments underscores the value he places on dedicated time and focused consultation.

Further Information and Resources

For prospective clients, the Ameriprise Advisors website (ameripriseadvisors.com) provides a wealth of information regarding Mr. Smith’s services, investment philosophy, and contact details. The Google My Business page offers a summary of client reviews and operational hours. Contacting the office directly at 6088730550 allows for a direct conversation to discuss specific financial needs and goals. The physical location in Stoughton, Wisconsin, offers a convenient and accessible setting for meetings and consultations.

Summary

Bryan R. Smith, through Ameriprise Financial Services, LLC, offers a personalized and client-focused approach to financial planning, health insurance, and life insurance. His dedication to building long-term relationships, combined with transparent communication and accessibility, makes him a trusted advisor for individuals and families seeking comprehensive financial guidance. His consistent positive feedback and commitment to client well-being solidify his reputation as a valuable resource within the financial community.

👍 Reviews of Bryan R Smith - Financial Advisor, Ameriprise Financial Services, LLC

Carla O.

5/5

Bryan has been my financial advisor (and friend) for over 16 years. He always gives me his time and attention (unhurried) even when I ask the same questions at every review (lol). We have many accounts/policies on family members and he always remembers names and asks about them all. Always a treat to visit with Bryan, Leslie and Renee. Here’s to 20+ more years!!

Jo F.

5/5

Bryan and the entire Greater Dane Financial Team are exceptional! Their personal attention and thorough explanations of options are easy to understand and they always put your goals first with transparency! Highly recommend!

Storex S. S.

5/5

I have known Bryan for over 18 years. There are very few people that I confide in to discuss financial and personal matters. Bryan is in that circle with me. I appreciate his integrity, positivity, and his strong faith walk. It is a privilege to associate with a man of his character.

Rene D.

5/5

Very professional, knowledeable and caring investment and retirement advisor. My entire family has accounts with Bryan Smith and we would definately recommend him to work with. Everyone at his office is very friendly and it is a very welcoming atmosphere to be in, Bryan is an honest advisor and my whole family appreciated his advice when they met and we will continue to come to this office in the future for all of our life insurance and investment needs.

smit8405 U. O. M.

5/5

Bryan is a friendly and caring advisor. My family appreciates his professional, knowledgeable and thoughtful approach when addressing our concerns. I recommend him highly.

Karla Z.

5/5

Very professional. Bryan and Leslie work hard and are always there for me.
Bryan and Leslie go above and beyond for customer service! Piece of mind.

Bryan S.

5/5

One Thrivent. Here to help clients discover their needs, wants, and wishes.
Goal is to help integrate our client’s faith, values, and finances.
Response- person who left a review is not a client of our office.

Alivia R.

5/5

When it comes to Financial Planning, Bryan Smith is extremely knowledgeable and great to work with! I highly recommend his help!