U.S. Bancorp Investments - Financial Advisors: Longview - Longview, Washington

U.S. Bancorp Investments - Financial Advisors: Longview

For individuals and families seeking comprehensive financial planning and expert guidance, U.S. Bancorp Investments – Financial Advisors: Longview stands as a reliable resource. Located at 1452 Hudson St, Longview, WA 98632, this branch offers personalized services designed to meet diverse financial needs. With a dedicated team of financial consultants, they specialize in crafting tailored strategies for wealth management, retirement planning, investment management, and estate planning. The phone number is 05773211, and their website is usbank.com. This firm is an integral part of the larger U.S. Bancorp network, offering stability and a broad range of financial solutions.

Services Offered

U.S. Bancorp Investments – Financial Advisors: Longview provides a multifaceted approach to financial well-being. Their core services include:

• Financial Planning: They develop personalized plans encompassing budgeting, cash flow management, debt reduction, and goal setting.
• Investment Management: A dedicated team manages investment portfolios, considering risk tolerance, time horizon, and financial objectives. They offer access to a wide array of investment products, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: They assist clients in planning for a secure retirement, including 401(k) rollovers, IRA planning, and Social Security optimization.
• Estate Planning: They collaborate with estate planning attorneys to help clients create wills, trusts, and other estate planning documents.
• Insurance Planning: They assess insurance needs and recommend appropriate coverage, including life, disability, and long-term care insurance.

Accessibility and Amenities

U.S. Bancorp Investments – Financial Advisors: Longview is committed to providing a comfortable and accessible environment for all clients. Key features include:

• Wheelchair Accessible Entrance: The entrance is fully accessible for individuals using wheelchairs.
• Wheelchair Accessible Parking Lot: Designated accessible parking spaces are available.
• Restroom: A readily available restroom facility is accessible.
• Online Appointments: Clients can schedule appointments conveniently through the firm’s website or by phone.
• Language Assistance: They offer language assistance services to accommodate clients who prefer to communicate in a language other than English.

Client Feedback and Reputation

Currently, U.S. Bancorp Investments – Financial Advisors: Longview has 2 reviews on Google My Business, resulting in an average opinion of 3/5. While the feedback is mixed, it indicates an opportunity for improvement in certain areas. Some clients have praised the advisors' knowledge and responsiveness, while others have expressed concerns regarding communication and investment performance. It’s recommended that potential clients carefully consider these reviews alongside the firm’s credentials and services before making a decision.

About U.S. Bancorp Investments

U.S. Bancorp Investments is a leading wealth management firm affiliated with U.S. Bancorp, one of the largest banks in the United States. They leverage the resources and expertise of a national organization while providing personalized service at the local level. The firm’s advisors are committed to building long-term relationships with their clients, based on trust, integrity, and a shared commitment to financial success. They adhere to strict regulatory standards and ethical guidelines, ensuring that clients’ interests are always prioritized. Financial advisors at this location undergo rigorous training and ongoing professional development to stay abreast of market trends and regulatory changes.

Contact Information:

Address: 1452 Hudson St, Longview, WA 98632

Phone: 05773211

Website: usbank.com

This firm offers a comprehensive suite of financial services, coupled with a commitment to accessibility and client satisfaction. Potential clients are encouraged to schedule a consultation to discuss their individual financial goals and explore how U.S. Bancorp Investments – Financial Advisors: Longview can help them achieve their objectives.

👍 Reviews of U.S. Bancorp Investments - Financial Advisors: Longview

Migèl W.

1/5

I have banked at many us banks and this location consistently under preforms. It is 3:30 on a Friday, because of Corona customers can only bank via drive thru you have one bay open.

Rebecca S.

5/5