James Miller - Financial Advisor, Ameriprise Financial Services, LLC - Bonita Springs, Florida

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James Miller – A Dedicated Financial Advisor at Ameriprise Financial Services, LLC

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For individuals and families seeking comprehensive and personalized financial planning solutions, James Miller stands as a reliable and experienced resource. As a Financial Advisor with Ameriprise Financial Services, LLC, Mr. Miller offers a wide array of services designed to help clients achieve their short-term and long-term financial goals. Located at 9990 Coconut Rd Ste 243, Bonita Springs, FL 34135, he is readily accessible to those in the Bonita Springs area and beyond. His firm’s commitment to client success is reflected in his diligent approach and dedication to building strong, trusting relationships.

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About James Miller

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James Miller’s career within Ameriprise is built upon a foundation of understanding individual client needs. He specializes in guiding clients through various stages of life, from establishing a solid financial foundation to navigating retirement planning and estate management. He possesses a deep understanding of investment strategies, retirement income planning, and wealth preservation techniques. Mr. Miller’s role extends beyond simply providing investment advice; he actively collaborates with clients to develop customized financial consultant strategies aligned with their unique circumstances and aspirations. His expertise encompasses:

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• Investment Services: Mr. Miller helps clients build diversified portfolios tailored to their risk tolerance and investment objectives. He offers access to a broad range of investment products, including mutual funds, exchange-traded funds (ETFs), and individual securities.

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• Retirement Planning: He assists clients in developing comprehensive retirement plans, considering factors such as desired lifestyle, anticipated expenses, and potential sources of income. This includes projections, strategies for maximizing Social Security benefits, and exploring various retirement account options.

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• Financial Planning: Mr. Miller provides holistic financial planning services, addressing areas such as budgeting, debt management, insurance needs, and tax planning. He utilizes sophisticated planning tools to model different scenarios and assess the potential impact of various financial decisions.

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• Estate Planning (Coordination): While not a legal professional, he works closely with estate planning attorneys to ensure clients’ financial affairs are properly structured to reflect their wishes.

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Location and Accessibility

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The office of James Miller is conveniently located at 9990 Coconut Rd Ste 243, Bonita Springs, FL 34135. It’s important to note that the facility is fully wheelchair accessible, featuring a ramped entrance and a dedicated wheelchair accessible parking lot. Restrooms are also readily available and accessible. Appointments are recommended to ensure ample time for a thorough discussion of client needs and goals. Clients can easily connect with Mr. Miller via phone at 9495032922.

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Client Feedback & Reputation

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James Miller’s commitment to client satisfaction is evident in the overwhelmingly positive feedback he has received. Currently, the company boasts 1 review on Google My Business, with an average rating of 5/5. This exceptional feedback underscores his dedication to providing exceptional service and building lasting client relationships. Clients consistently praise his approachable demeanor, his thorough understanding of their financial situation, and his ability to translate complex financial concepts into clear, actionable advice. He emphasizes open communication and transparency, ensuring clients are fully informed and comfortable with every decision. His focus is always on placing the client’s best interests first. His Financial Planner approach ensures a client-centric strategy.

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Additional Information

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In addition to his core services, Mr. Miller is committed to providing a comfortable and convenient experience for all clients. The office is equipped with modern technology to facilitate efficient planning and communication. He understands the importance of accessibility and strives to create a welcoming environment for everyone. For further details and to schedule an appointment, please visit his website: ameripriseadvisors.com. He is dedicated to helping clients achieve financial security and peace of mind.

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"summary": "James Miller is a dedicated Financial Advisor at Ameriprise, offering personalized financial planning, investment services, and retirement strategies with a strong commitment to client success and accessibility.",
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👍 Reviews of James Miller - Financial Advisor, Ameriprise Financial Services, LLC

Brent M.

5/5