U.S. Bank – Wealth Management Banker: Carie Hartman - Colorado Springs, Colorado

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Carie Hartman – U.S. Bank Wealth Management Banker

For individuals and families seeking comprehensive financial planning and investment management services, Carie Hartman at U.S. Bank presents a valuable resource. Located in Colorado Springs, Colorado, Ms. Hartman specializes in guiding clients toward their long-term financial goals. She operates as a Wealth Management Banker, focusing on personalized strategies tailored to each client’s unique circumstances.

Location & Contact Information: Carie Hartman’s office is situated at 6 S Tejon St, Colorado Springs, CO 80903. Clients can easily reach her by phone at 196304345. You can also learn more and schedule an appointment through U.S. Bank’s website: usbank.com.

Specialties & Services

• Financial Planning: Ms. Hartman assists clients in developing robust financial plans encompassing retirement planning, investment strategies, estate planning considerations, and education funding.
• Financial Consulting: She provides expert advice on a range of financial matters, helping clients make informed decisions about their assets.
• Investment Management: Leveraging U.S. Bank’s extensive investment offerings, Carie helps clients build and manage diversified portfolios aligned with their risk tolerance and objectives.

Accessibility & Client Support

U.S. Bank is committed to providing a welcoming and accessible environment for all clients. Key features include:

• Online Appointments: Convenient scheduling options are available for virtual consultations.
• Language Assistance: Services are available in multiple languages to cater to a diverse clientele.
• Accessibility Features: The office boasts a wheelchair accessible entrance and parking lot, ensuring ease of access for individuals with mobility challenges.
• Amenities: Restrooms are available on site.
• Appointments Recommended: While walk-ins are occasionally accommodated, scheduling an appointment is strongly recommended to ensure dedicated attention.

Client Feedback & Current Status

Currently, Carie Hartman has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback at this time. The average opinion is 0/5, signifying a lack of established reviews. However, this doesn't necessarily reflect the quality of service provided.

Recommendation

For individuals in the Colorado Springs area seeking a dedicated and knowledgeable Wealth Management Banker, Carie Hartman at U.S. Bank is a promising option. While feedback is presently sparse, her expertise in financial planning and investment management, coupled with U.S. Bank’s resources and accessibility features, makes her a worthwhile point of contact. We strongly encourage prospective clients to visit the website at usbank.com to schedule a consultation and discuss your individual financial needs.

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