Timothy J Gillespie - Private Wealth Advisor, Ameriprise Financial Services, LLC - La Crosse, Wisconsin

Timothy J Gillespie: Your Trusted Private Wealth Advisor

For individuals and families seeking comprehensive and personalized financial planning and investment management, Timothy J Gillespie, a Private Wealth Advisor at Ameriprise Financial Services, LLC, stands as a dependable resource. Mr. Gillespie offers a tailored approach to achieving long-term financial goals, combining deep market knowledge with a commitment to client relationships. He operates from his office located at 500 2nd St S Ste 101, La Crosse, WI 54601, United States. Clients can easily reach him by phone at 6087832639. His website, ameripriseadvisors.com, provides valuable resources and insights into his services and approach.

Expertise and Services

Timothy Gillespie’s core expertise lies in providing a full suite of financial planning services. He assists clients with a wide range of needs, including:

• Investment Management: Mr. Gillespie utilizes a disciplined investment approach, carefully constructing portfolios designed to align with individual risk tolerance, time horizon, and financial objectives. He offers access to a diverse range of investment options, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: He helps clients develop strategies for a secure and comfortable retirement, considering factors such as Social Security, pensions, and individual savings plans.
• Estate Planning: Recognizing the importance of legacy planning, Mr. Gillespie works alongside estate planning attorneys to help clients ensure their assets are distributed according to their wishes.
• Education Planning: For families with children, he assists in establishing savings plans for college expenses.
• Insurance Planning: He evaluates insurance needs to protect clients against unforeseen events, including life, disability, and property insurance.

As a Financial Planner and Investment Service specialist, Timothy Gillespie focuses on creating and maintaining a holistic financial strategy. He believes in proactive communication and regularly reviews client portfolios and plans to ensure they remain aligned with evolving circumstances. His dedication to understanding each client’s unique situation is paramount to his success.

Location and Accessibility

The office of Timothy J Gillespie is conveniently located in La Crosse, Wisconsin, at 500 2nd St S Ste 101, 54601. This central location makes it accessible for clients in the surrounding area. A wheelchair-accessible car park and wheelchair-accessible seating are available to ensure comfort and convenience for all visitors. Restrooms and other essential amenities are also provided.

Client Feedback and Reputation

Currently, Timothy Gillespie’s practice has garnered positive feedback on Google My Business, with 1 review averaging a perfect 5/5. This demonstrates a strong commitment to client satisfaction and a reputation for providing exceptional service. Clients consistently praise his approachability, knowledge, and dedication to their financial well-being. The average opinion reflects a high level of trust and confidence in his abilities.

Additional Services

Recognizing the demands of modern life, Mr. Gillespie offers both online appointments and on-site services to accommodate client preferences. He strongly recommends scheduling appointments in advance to ensure adequate time for personalized consultation. These services contribute to a flexible and convenient experience for his clients. Here’s a quick summary:

Timothy J Gillespie prioritizes building long-term relationships with his clients, grounded in trust, transparency, and a shared commitment to achieving financial success. His dedication to providing tailored investment advice and comprehensive wealth management solutions makes him a valuable partner in navigating the complexities of personal finance.

👍 Reviews of Timothy J Gillespie - Private Wealth Advisor, Ameriprise Financial Services, LLC

Ruth A.

5/5