Oscar Tapia - Financial Advisor, Ameriprise Financial Services, LLC - Fort Myers, Florida

For individuals and families seeking comprehensive financial planning services in Fort Myers, Florida, Oscar Tapia of Ameriprise Financial Services, LLC, presents a dedicated and experienced professional. Mr. Tapia operates from his office located at 8270 College Pkwy #101, Fort Myers, FL 33919, and can be reached by phone at 941-637-9700. His website, ameripriseadvisors.com, provides further details about his services and approach. Currently, Mr. Tapia’s Google My Business profile shows 0 reviews, suggesting an opportunity for him to build a stronger online presence and showcase his client satisfaction.

About Oscar Tapia and Ameriprise Financial Services

Oscar Tapia is a Financial Advisor affiliated with Ameriprise Financial Services, LLC, a nationally recognized firm. Ameriprise provides a wide array of financial products and services, including retirement planning, investment management, insurance, and estate planning. Mr. Tapia’s role within Ameriprise is to work closely with clients to understand their unique financial goals and develop customized strategies to help them achieve those goals. He leverages the resources and expertise of Ameriprise while maintaining a client-centric approach.

Key Services Offered

• Retirement Planning: Mr. Tapia assists clients in planning for a comfortable retirement, considering factors such as income, expenses, and desired lifestyle. He helps clients determine the most appropriate retirement savings vehicles, including 401(k)s, IRAs, and other tax-advantaged accounts.
• Investment Management: He provides investment management services tailored to individual risk tolerance and financial objectives. This includes creating diversified portfolios, regularly reviewing investment performance, and making adjustments as needed.
• Financial Planning: A cornerstone of Mr. Tapia’s practice is comprehensive financial planning. This involves analyzing a client’s current financial situation, identifying potential challenges and opportunities, and developing a roadmap for achieving their goals.
• Estate Planning: Mr. Tapia can collaborate with estate planning attorneys to help clients develop strategies for protecting their assets and ensuring their wishes are carried out.
• Insurance Planning: He assists clients in selecting appropriate insurance coverage, including life, disability, and long-term care insurance, to mitigate financial risks.

Accessibility and Client Experience

Mr. Tapia is committed to providing a positive and accessible experience for all clients. His office building features a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating his dedication to inclusivity. Furthermore, the office offers a wheelchair-accessible toilet and standard restrooms, ensuring comfort and convenience for all visitors. Appointments are recommended to allow for dedicated time and personalized attention. Clients can schedule appointments by calling the number listed above or through the contact form on his website.

Current Feedback & Reputation

It’s important to note that, at the time of this evaluation, Mr. Tapia’s Google My Business profile currently has 0 reviews. This represents an area where he could benefit from actively seeking client testimonials and encouraging satisfied clients to share their experiences online. Positive reviews are crucial for building trust and attracting new clients. However, the average opinion is 0/5, reflecting the lack of current feedback; this doesn’t necessarily indicate a negative experience, simply a lack of documented reviews.

Why Choose Oscar Tapia

Financial advisors like Mr. Tapia play a vital role in helping individuals and families navigate the complexities of the financial world. His affiliation with Ameriprise Financial Services provides access to a vast network of resources and expertise. Mr. Tapia’s approach is characterized by:

• Personalized Service: He prioritizes understanding each client’s unique circumstances and goals.
• Holistic Planning: He takes a comprehensive approach to financial planning, considering all aspects of a client’s financial life.
• Ongoing Support: He provides ongoing support and guidance to help clients stay on track with their financial goals.
• Transparency: He maintains open communication with clients, explaining fees and investment strategies clearly.

Contact Information Summary

Address: 8270 College Pkwy #101, Fort Myers, FL 33919, United States

Phone: 941-637-9700

Website: ameripriseadvisors.com

Specialties: Financial planner

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.