Lonnie L Bathurst - Private Wealth Advisor, Ameriprise Financial Services, LLC - Litchfield, Illinois

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About Lonnie L Bathurst

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Lonnie L Bathurst is a respected Private Wealth Advisor at Ameriprise Financial Services, LLC, dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. With a focus on comprehensive financial solutions, he assists individuals and families in navigating complex financial decisions, ensuring that their assets are managed effectively for long-term security. His approach combines market awareness with a deep understanding of individual client needs, making him a valuable resource for those seeking financial guidance. As a member of one of America's largest independent wealth management firms, Lonnie leverages the resources and expertise of Ameriprise to deliver tailored services that align with his clients' objectives. His commitment to client care and financial education has earned him a reputation as a trusted advisor in the community.

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Contact Information and Office Location

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Lonnie L Bathurst operates his practice from the Ameriprise Financial Services office located at 510 N State St, Litchfield, IL 62056. This strategic location provides easy access for clients seeking in-person consultations or assistance. For those who prefer to communicate remotely, the office offers online appointment scheduling, allowing clients to book meetings at their convenience. Additionally, the practice can be reached via phone at 217-324-3203, ensuring prompt communication for urgent financial inquiries. For more detailed information about his services or to explore investment options, clients can visit the official Ameriprise advisors website: www.ameripriseadvisors.com. This digital platform provides insights into Lonnie's background, areas of expertise, and client testimonials, offering a comprehensive overview for potential clients.

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Areas of Expertise

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Financial Planning

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As a financial planner, Lonnie specializes in creating customized financial plans that address both immediate and long-term objectives. His expertise encompasses budgeting, saving strategies, retirement planning, estate management, and tax optimization. He works closely with clients to identify their unique financial goals and develops actionable steps to achieve them. Lonnie emphasizes the importance of regular financial reviews, ensuring that clients' plans remain aligned with evolving market conditions and personal circumstances. This proactive approach helps clients stay on track to meet their aspirations, whether it's buying a home, funding education, or preparing for retirement.

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Investment Services

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In the realm of investment services, Lonnie focuses on building diversified portfolios that mitigate risk while maximizing returns. He considers factors such as age, risk tolerance, and financial goals when crafting investment strategies. Lonnie's investment philosophy is grounded in disciplined, long-term planning rather than short-term market speculation. He utilizes a blend of traditional and alternative investments, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to create balanced portfolios. His commitment to ongoing education ensures that clients understand the rationale behind investment decisions, empowering them to make informed choices.

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Accessibility and Convenience Features

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Beyond his financial expertise, Lonnie's practice prioritizes accessibility and client comfort. The office provides wheelchair accessible features, including an entrance, parking lot, and seating areas, ensuring that all clients can visit without barriers. This commitment to inclusivity reflects Ameriprise's dedication to serving diverse client needs. To accommodate busy schedules, the practice recommends booking appointments in advance, as walk-in visits may not always be feasible. Online appointment scheduling simplifies the process, allowing clients to secure a time that suits their availability. These conveniences, combined with the availability of a restroom on-site, create a welcoming environment for all clients.

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Client Feedback and Reputation

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Lonnie L Bathurst and his team have received positive feedback from clients, with the company holding a perfect 5/5 rating based on one review in Google My Business. While the number of reviews is limited, the high rating indicates a strong client satisfaction rate. This endorsement highlights the effectiveness of his financial advice and the personalized service he provides. Clients often appreciate the clarity and confidence he brings to complex financial topics, making him a preferred choice for those seeking reliable guidance. His approachable demeanor and dedication to client education further enhance his reputation as a thoughtful advisor.

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Conclusion and Recommendations

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For individuals seeking professional financial advice, Lonnie L Bathurst offers a comprehensive solution. His expertise in financial planning and investment services, coupled with his commitment to accessibility and client care, makes him an excellent choice. We recommend reaching out to his office via phone or the website to schedule a consultation and learn more about how he can assist with your financial goals. Whether you're starting your investment journey or looking to refine your existing strategy, Lonnie's personalized approach ensures that you receive tailored guidance. His practice reflects the core values of Ameriprise Financial Services, combining professional expertise with a client-focused mindset.

",
"summary": "Lonnie L Bathurst is a highly regarded Private Wealth Advisor at Ameriprise Financial Services, providing expert financial planning and investment services to clients in Litchfield, IL. Known for his personalized approach and commitment to client satisfaction, he offers accessible services with wheelchair accommodations and online appointment booking.",
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👍 Reviews of Lonnie L Bathurst - Private Wealth Advisor, Ameriprise Financial Services, LLC