Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC - Midvale, Utah

Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC

Located in the heart of Midvale, Utah, Alex Hancock is a trusted financial advisor at Ameriprise Financial Services, LLC, situated at 7730 Union Park Ave Ste 300, Midvale, UT 84047. With a strong commitment to providing personalized financial guidance, Alex Hancock is dedicated to helping clients achieve their financial goals.

Main Services

• Financial Planning: Alex Hancock offers comprehensive financial planning services, including creating customized financial plans, investment strategies, and retirement planning.
• Investment Services: As a financial advisor, Alex Hancock provides investment advice and guidance on various investment options, including mutual funds, stocks, bonds, and other securities.
• Retirement Planning: Alex Hancock helps clients create a secure retirement plan, including retirement account planning, pension planning, and Social Security optimization.
• Investment Management: Alex Hancock offers investment management services, including portfolio management, asset allocation, and wealth management.
• Tax Planning: Alex Hancock provides tax planning and optimization strategies to help clients minimize their tax liability and maximize their after-tax returns.
• Insurance Planning: Alex Hancock offers insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Education Planning: Alex Hancock helps clients create an education plan, including college savings plans, 529 plans, and other education financing options.
• Business Planning: Alex Hancock provides business planning services, including business succession planning, business valuation, and business financing.

Location and Access

Alex Hancock's office is conveniently located at 7730 Union Park Ave Ste 300, Midvale, UT 84047. The office is easily accessible by car, with ample parking available in the building's wheelchair-accessible parking lot. The office is also wheelchair-accessible, with wheelchair-accessible seating and restrooms. Online appointments are available, making it easy for clients to schedule a meeting at their convenience.

Featured Characteristics

* Chartered Mutual Fund Counselor (CMFC) designation, recognized by the Investment Company Institute
* Member of the Financial Planning Association (FPA)
* Registered Representative with Ameriprise Financial Services, LLC
* Licenses and certifications: Series 7, Series 66, and Life and Health Insurance Licenses
* Over 10 years of experience in the financial services industry
* Strong network of professionals and resources to provide comprehensive financial guidance

Practical Information

* Address: 7730 Union Park Ave Ste 300, Midvale, UT 84047
* Phone: 8015682243
* Website: ameripriseadvisors.com
* Business Hours: Monday - Friday, 8:00 am - 5:00 pm
* Online Appointments: Available through the Ameriprise website or by calling the office

Opinions

As of now, Alex Hancock has 0 reviews on Google My Business. However, based on the information provided on the website, it appears that Alex Hancock is a highly skilled and experienced financial advisor with a strong track record of helping clients achieve their financial goals. With his Chartered Mutual Fund Counselor designation and extensive experience in the financial services industry, Alex Hancock is well-equipped to provide comprehensive financial guidance and support to his clients.

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