Thomas Ventura - Thrivent - St. Augustine, Florida

Thomas Ventura – Thrivent: A Dedicated Financial Advisor

For individuals and families seeking comprehensive financial planning and expert financial consulting, Thomas Ventura at Thrivent offers a dedicated approach to managing and growing wealth. Located in St. Augustine, Florida, Mr. Ventura specializes in providing personalized solutions tailored to meet unique financial goals and circumstances. He’s committed to building long-term relationships based on trust and transparency.

Address: 4075 A1A S Suite B-200, St. Augustine, FL 32080, United States
Phone: 3866821970
Website: connect.thrivent.com

Specialties: Financial planner, Financial consultant.

Other Points of Interest: Mr. Ventura’s office is designed with accessibility in mind. It features a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Restrooms are also readily available. Appointments are highly recommended to ensure dedicated time and attention to your individual needs. This proactive approach allows for a more thorough assessment of your current financial situation and the development of a strategic plan.

Opinions: Currently, this company has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed service. Consequently, the average opinion is 0/5. However, this does not necessarily reflect the quality of service provided.

About Thomas Ventura and Thrivent

Thomas Ventura operates as a financial advisor within the framework of Thrivent Financial, a faith-based association that provides financial services and resources. This affiliation allows Mr. Ventura to draw upon a broader network of expertise and resources while maintaining a client-centric approach. Thrivent’s commitment to stewardship and ethical financial practices is evident in Mr. Ventura’s work. He understands the importance of aligning financial decisions with personal values.

Key Features & Services Offered:

• Retirement Planning: Developing strategies for a secure and comfortable retirement.
• Investment Management: Constructing diversified portfolios aligned with risk tolerance and financial objectives.
• Estate Planning: Assisting with the creation of wills, trusts, and other estate planning documents.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.
• Education Savings Plans: Helping families save for college expenses.
• Financial Education: Providing guidance and resources to improve financial literacy.

Understanding Thomas Ventura’s Approach

Mr. Ventura’s philosophy centers around a holistic view of financial well-being. He doesn’t simply focus on maximizing investment returns; he considers the entire financial landscape, including budgeting, debt management, tax planning, and legacy planning. His approach involves:

• Initial Consultation: A detailed discussion to understand the client’s goals, risk tolerance, and financial situation.
• Financial Analysis: A thorough review of the client’s current finances, including income, expenses, assets, and liabilities.
• Plan Development: Creation of a customized financial plan outlining specific recommendations.
• Ongoing Monitoring and Review: Regular meetings to track progress, adjust the plan as needed, and ensure alignment with changing circumstances.

Accessibility and Convenience

As previously mentioned, Mr. Ventura’s office prioritizes accessibility. This commitment reflects his dedication to serving clients with diverse needs. The wheelchair-accessible features ensure that individuals with mobility limitations can comfortably schedule and attend appointments. Beyond the physical accessibility, Mr. Ventura strives to provide a welcoming and supportive environment for all clients. He believes that open communication and trust are crucial to building a strong client-advisor relationship.

Contacting Thomas Ventura: Scheduling an appointment is highly recommended to allow for a comprehensive discussion of your financial needs. You can reach him by phone at 3866821970 or by visiting his website at connect.thrivent.com. He’s dedicated to helping you achieve your financial goals.

Looking Ahead

While currently lacking Google My Business reviews, Thomas Ventura’s dedication to personalized financial advice and accessible service demonstrates a strong commitment to his clients. As more clients share their experiences, it’s expected that the company's reputation will grow. For those seeking a knowledgeable and trustworthy financial partner in St. Augustine, Florida, Thomas Ventura offers a valuable resource. His expertise, combined with the support of Thrivent Financial, provides a solid foundation for building a secure financial future.

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