Terrence K Lapan - Financial Advisor, Ameriprise Financial Services, LLC - Gardnerville, Nevada

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Introduction to Terrence K Lapan – Financial Advisor

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For individuals and families seeking comprehensive financial planning and investment services, Terrence K Lapan at Ameriprise Financial Services, LLC, presents a dedicated and experienced professional. Located in Gardnerville, Nevada, Mr. Lapan offers personalized guidance tailored to meet specific financial goals. This detailed overview will explore his background, services, location, contact information, and what potential clients can expect when working with him. It’s important to note that currently, there are no publicly available reviews for his firm on Google My Business, presenting an opportunity for him to build a strong reputation through client satisfaction.

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About Terrence K Lapan

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Terrence K Lapan is a Financial Advisor with Ameriprise Financial Services, LLC. He possesses a deep understanding of the complexities of personal finance, diligently working to help clients navigate their financial landscapes. His approach centers around building long-term relationships based on trust, transparency, and a genuine commitment to his clients’ success. He specializes in developing and implementing financial plans that encompass retirement planning, investment management, education funding, and estate planning – ensuring a holistic approach to financial security.

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Location and Contact Information

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Mr. Lapan’s office is strategically situated at 1504 U.S. Hwy 395 N Ste 7, Gardnerville, NV 89410. This location provides convenient access for clients in the surrounding areas of Northern Nevada. He can be reached directly at 7752673190. His website, accessible via ameripriseadvisors.com, offers further details on his services and approach. Visiting his website allows prospective clients to delve deeper into his qualifications and experience.

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Services Offered

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Terrence Lapan provides a wide range of financial services designed to address diverse client needs. These include:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as savings, investments, and Social Security benefits.

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• Investment Management: Constructing and managing investment portfolios aligned with clients' risk tolerance and financial objectives.

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• Education Funding: Assisting families in saving for college expenses through strategies like 529 plans and other educational savings vehicles.

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• Estate Planning: Collaborating with legal professionals to help clients create estate plans that protect their assets and ensure their wishes are carried out.

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• Financial Planning for Life Events: Providing guidance during major life transitions, such as marriage, divorce, inheritance, or career changes.

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He emphasizes a proactive approach, regularly reviewing and adjusting financial plans as circumstances evolve. Online appointments are available for added convenience, further streamlining the client experience.

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Accessibility and Amenities

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Mr. Lapan’s office is committed to providing a welcoming and accessible environment for all clients. The facility features:

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• Wheelchair-Accessible Car Park: Ensuring easy access for clients who require it.

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• Wheelchair-Accessible Seating: Providing comfortable seating options for all clients.

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• Wheelchair-Accessible Toilet: Maintaining full accessibility for individuals with mobility limitations.

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• Toilet Facilities: Standard restroom facilities are readily available.

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• Appointments Recommended: To ensure dedicated attention and personalized service, scheduling an appointment is strongly encouraged.

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Current Client Feedback

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Currently, this practice has 0 reviews on Google My Business. This represents an opportunity for Mr. Lapan to showcase his dedication to client service and build a strong track record of positive feedback. He actively encourages clients to share their experiences, contributing to a more robust online presence.

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Average Opinion

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The average opinion currently stands at 0/5. This lack of reviews highlights the need for increased client engagement and testimonials. Mr. Lapan’s focus on building lasting relationships and delivering exceptional service will undoubtedly contribute to a more favorable rating in the future. His commitment to understanding and fulfilling client needs is paramount to his success.

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