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Stoutheart Wealth - Ameriprise Financial Services, LLC
Concierge financial guidance for long-term confidence in Wichita
4.2
Business
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Concierge financial guidance for long-term confidence in Wichita
Stoutheart Wealth - Ameriprise Financial Services, LLC in Wichita, KS delivers concierge-style financial planning with a focus on understanding goals and achieving long-term results. The team is praised for honesty, professionalism, and proactive communication, guiding clients through market cycles and life changes. Clients value personalized support, timely responses, and a trusted, hometown team.
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Comprehensive strategies to guide you into and through retirement, ensuring financial security and a comfortable lifestyle.
Professional advice and management of investments tailored to your goals, with tools to navigate market conditions.
Personalized, concierge-style consultations to understand your objectives and shape the right financial plan.
Expert resources and advice to address complex situations like tax issues or divorces.
Regular meetings to review your financial status and provide ongoing recommendations for optimal results.
Overall rating
ben h
I'm very satisfied with Stoutheart Financial! They’re ultimate professionals, very knowledgeable, and their concierge-style approach, taking time to understand my goals, helps me shape the right plan. They’re a perfect fit.
Grant Fergerson
CATHY KRUEGER
We have been with stoutheart for many many years starting with Richard and Lori and now Evan. Always there to help in any way. Got us to retirement and taking trips etc. Could never ask for a better group of people to work with.
Marilyn & Randy Whipple
Fantastic advisors. We have been with them for many years and trust their advice and support completely!!
James Dain
I have had Stoutheart handle all of my finances for 2 years now and the help they have given me has been a godsend. Incredibly honest and very easy to work with. Finances can be boring and tricky, so it’s nice to have someone in your corner to help make sense of it all. Emma and Dustin just get stuff done!
Nancy Powers
We have worked with Stoutheart for over 20 years. Richard, Lori, Dustin and Emma guided us into retirement at 62 & 64 years old. Professional and successful advice through all market conditions and life stages. We continue to meet quarterly for updates and recommendations. We have NO financial worries and a comfortable lifestyle with some travel. This all reflects Stoutheart's focus on long-term results - trust them through the market downturns!!
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