J.R. Wagner - Private Wealth Advisor, Ameriprise Financial Services, LLC - Durango, Colorado

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When considering financial guidance in Durango, Colorado, J.R. Wagner, operating as a Private Wealth Advisor through Ameriprise Financial Services, LLC, offers specialized financial planning and investment services to individuals seeking personalized financial advice. This professional represents a significant resource for residents and clients in the region looking for comprehensive wealth management solutions tailored to their unique circumstances. His expertise lies in navigating the complexities of personal finance, ensuring clients can make informed decisions about their money, investments, and future security.

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Understanding J.R. Wagner's Financial Advisory Services

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J.R. Wagner's role as a Private Wealth Advisor signifies a focus on providing high-touch, personalized financial guidance. Unlike generic financial advice, a wealth advisor typically offers a holistic approach, considering not just investments but also retirement planning, tax strategies, insurance needs, estate planning, and overall financial goals. His primary specialties listed are Financial Planner and Investment Service, indicating a strong emphasis on these core areas of financial management.

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As a Financial Planner, J.R. Wagner helps clients define their financial objectives, assess their current financial status, create actionable plans, and regularly review progress. This involves understanding clients' short-term needs and long-term aspirations, risk tolerance, and values to build a strategy that aligns with their personal vision for the future. He likely utilizes financial planning methodologies and tools to analyze income, expenses, assets, liabilities, insurance coverage, and retirement readiness.

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In his capacity as an Investment Service provider, J.R. Wagner focuses on selecting and managing investment options designed to meet clients' goals within their risk parameters. This could involve constructing diversified portfolios across various asset classes (stocks, bonds, real estate, alternative investments), implementing strategic asset allocation, monitoring market conditions, and making necessary adjustments over time. Ameriprise Financial, as the parent company, offers access to a wide range of investment products and strategies, which Wagner would leverage to provide tailored solutions.

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Location and Accessibility: Making Appointments

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For those seeking in-person consultations, J.R. Wagner maintains an office located at 835 E 2nd Ave #444, Durango, CO 81301, United States. This downtown Durango location places him conveniently within the heart of the city, making it easily accessible for clients located in or visiting Durango. The physical presence allows for detailed discussions, document reviews, and the establishment of a more personal rapport during face-to-face meetings.

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Reaching J.R. Wagner directly can be done via phone at 9702595518. This direct line facilitates immediate communication for scheduling appointments, addressing preliminary questions, or discussing specific concerns before a formal meeting. The recommendation is to prepare for these calls or texts by having specific questions or financial topics ready to discuss during the scheduled appointment.

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Online appointment booking is explicitly mentioned as one of the points of interest for this practice. This feature streamlines the scheduling process, allowing clients to book, modify, or cancel meetings at their convenience using digital platforms. This modern approach enhances accessibility and efficiency for clients who prefer digital interactions or have busy schedules.

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Accessibility Considerations

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Creating an inclusive environment is important for accessibility. J.R. Wagner's office is noted for being wheelchair accessible, with specific facilities like a wheelchair-accessible car park and wheelchair-accessible toilet available. These features ensure that physical barriers do not prevent individuals with mobility challenges from accessing financial advice services. This commitment to accessibility reflects a consideration for clients who rely on these accommodations, promoting equity in receiving financial guidance.

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The presence of other standard amenities, such as a toilet, while perhaps not explicitly requiring wheelchair access, still contributes to a welcoming and functional office environment. The emphasis on appointments recommended suggests that J.R. Wagner values scheduled time with clients, allowing for focused attention and thorough analysis of complex financial matters. This also helps manage workflow and ensures clients receive the personalized attention they likely seek from a private wealth advisor.

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Online Presence and Client Feedback

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Prospective clients can find more detailed information about J.R. Wagner and his services by visiting his professional page on the Ameriprise website: www.ameripriseadvisors.com. This online platform typically provides insights into his experience, educational resources, market views, and potentially client testimonials or an investment philosophy statement.

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Transparency and trust are cornerstones of financial advisory relationships. The lack of reviews on Google My Business (currently showing 0 reviews) does not necessarily indicate satisfaction or dissatisfaction but simply means there hasn't been public feedback posted yet. The average opinion score of 0/5 is a neutral placeholder until reviews are available. Potential clients are advised to seek information through direct channels, such as scheduled consultations, rather than relying solely on third-party review platforms.

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Key Information for Prospective Clients

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• Service Focus: Personalized financial planning, investment management, wealth advisory tailored to individual client needs.

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• Location: Downtown Durango, Colorado (835 E 2nd Ave #444). Online appointments available.

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• Contact: Direct phone contact (9702595518) and the Ameriprise website link provided for inquiries and scheduling.

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• Accessibility: Office is wheelchair accessible with dedicated parking and restroom facilities.

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• Recommended Action: Schedule a consultation to discuss financial goals and investment strategies in person or online.

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For individuals in Durango or the surrounding area seeking financial advice, J.R. Wagner represents a qualified professional affiliated with a reputable financial services firm. His focus on financial planning and investment services positions him to help clients navigate their financial journey effectively. The combination of his expertise, the resources of Ameriprise, and the accessibility features of his office makes him a noteworthy consideration for those looking to secure their financial future.

",
"summary": "J.R. Wagner is a Private Wealth Advisor in Durango, CO, offering financial planning and investment services through Ameriprise Financial. He provides personalized advice with a focus on holistic financial management.",
"keywords": ["Financial Planner", "Wealth Advisor", "Investment Service", "Ameriprise Financial", "Durango Colorado", "Financial Planning", "Private Wealth Management"],
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}