Susan Kagey - Private Wealth Advisor, Ameriprise Financial Services, LLC - Winchester, Virginia
Address: 100 Creekside Ln, Winchester, VA 22602.
Phone: 06678626.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Susan Kagey - Private Wealth Advisor, Ameriprise Financial Services, LLC
⏰ Open Hours of Susan Kagey - Private Wealth Advisor, Ameriprise Financial Services, LLC
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Susan Kagey â A Dedicated Private Wealth Advisor
For individuals and families seeking comprehensive financial planning and investment management services, Susan Kagey of Ameriprise Financial Services, LLC, presents a dependable and experienced option. Located at 100 Creekside Ln, Winchester, VA 22602, Ms. Kagey offers personalized guidance tailored to meet specific financial goals. Her phone number is 06678626, and her website, ameripriseadvisors.com, provides further details about her services and approach. This overview will delve into her qualifications, service offerings, location details, and key considerations for potential clients.
Specialties: Susan Kagey specializes in both financial planning and investment services. This dual expertise allows her to provide a holistic view of a clientâs financial situation, encompassing retirement planning, education savings, estate planning, tax optimization, and diversified investment strategies. She works with a range of clients, from those just beginning to build wealth to seasoned professionals looking to safeguard their assets and achieve long-term financial security.
Detailed Profile
| Category | Details |
|---|---|
| Name | Susan W. Kagey |
| Company | Ameriprise Financial Services, LLC |
| Address | 100 Creekside Ln, Winchester, VA 22602 |
| Phone | 06678626 |
| Website | ameripriseadvisors.com |
| Specialties | Financial Planner, Investment Service |
Service Offerings â Beyond Basic Advice
- Personalized Financial Plans: Ms. Kagey develops customized financial plans considering a clientâs current situation, future aspirations, and risk tolerance. These plans serve as a roadmap for achieving specific goals, such as retirement, homeownership, or funding education.
- Investment Management: She offers a range of investment solutions, including portfolio construction, asset allocation, and ongoing monitoring. Her approach is rooted in a disciplined, long-term perspective.
- Retirement Planning: A core focus is assisting clients in planning for a comfortable and secure retirement. This involves projecting retirement income needs, optimizing savings strategies, and exploring various retirement account options.
- Education Savings: For families with children, Ms. Kagey provides guidance on saving for college through options like 529 plans and other education savings vehicles.
- Estate Planning: Recognizing the importance of safeguarding assets for future generations, she collaborates with estate planning attorneys to help clients develop comprehensive estate plans.
- Online Appointments: Clients can schedule appointments conveniently through online platforms, maximizing efficiency and accessibility.
- Onsite Services: Ms. Kagey offers personalized onsite services, allowing for in-depth discussions and tailored advice.
Accessibility and Client Experience
Ms. Kagey prioritizes client accessibility and comfort. Her office is wheelchair accessible, ensuring that all clients can visit with ease. The facility includes restrooms and wheelchair accessible seating. Itâs recommended to schedule appointments in advance to guarantee availability and receive dedicated attention. Currently, the company has 0 reviews on Google My Business, indicating a relatively new or less-established presence in the local market. The average opinion is 0/5, suggesting a need for increased client feedback and potentially enhanced service delivery to improve client satisfaction. While the lack of reviews is a point of consideration, it also presents an opportunity for Ms. Kagey to build a strong reputation through positive client experiences.
Key Considerations for Potential Clients
- Experience and Credentials: As an Ameriprise Financial Services, LLC advisor, Susan Kagey adheres to a rigorous code of ethics and regulatory standards. It's advisable to review her credentials and background through the Ameriprise website.
- Fee Structure: Understanding the fee structure is crucial. Ameriprise advisors typically charge fees based on assets under management or a combination of fees and commissions. Ms. Kageyâs specific fee arrangement should be clearly outlined during the initial consultation.
- Client Alignment: Itâs important to assess whether Ms. Kageyâs investment philosophy and approach align with your own financial goals and risk tolerance. Open communication and a collaborative working relationship are key to a successful advisory partnership.
- Due Diligence: As with any financial advisor, conducting thorough due diligence is recommended. This includes checking references, verifying credentials, and carefully reviewing the proposed financial plan.
In conclusion, Susan Kagey represents a professional and accessible option for individuals and families seeking expert financial advice and investment management. While currently lacking substantial online reviews, her dedication to personalized service and comprehensive financial planning positions her as a valuable resource for those looking to navigate the complexities of their financial futures. Potential clients are encouraged to schedule an appointment to discuss their specific needs and explore the potential benefits of working with her.