James Rushton - TIAA Wealth Management Advisor - Hanover, New Hampshire

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James Rushton – TIAA Wealth Management Advisor: A Comprehensive Overview

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For individuals seeking expert financial planning guidance, James Rushton at TIAA Wealth Management presents a valuable resource. Located at 2 Buck Rd Suite D, Hanover, NH 03755, United States, Mr. Rushton offers tailored solutions to help clients achieve their long-term financial goals. He operates under the umbrella of TIAA, a well-established organization renowned for its commitment to retirement and investment services. This profile provides a detailed examination of James Rushton’s services, location, and pertinent information for prospective clients. It’s important to note that currently, the company has 0 reviews on Google My Business, which presents an opportunity for Mr. Rushton and TIAA to further establish their presence and build trust within the community.

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About James Rushton

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James Rushton is a Wealth Management Advisor with TIAA. He specializes in helping clients navigate the complexities of retirement planning, investment management, and overall financial well-being. His primary focus is on understanding each client’s unique circumstances, risk tolerance, and financial aspirations. He leverages TIAA’s extensive resources and expertise to develop customized strategies designed to meet those specific needs.

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Location and Accessibility

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The office of James Rushton is conveniently situated at 2 Buck Rd Suite D, Hanover, NH 03755. To facilitate accessibility for all clients, the location boasts several key features:

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• Wheelchair-accessible car park: Ensuring ease of access for individuals utilizing mobility aids.

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• Wheelchair-accessible entrance: Providing a smooth transition into the office environment.

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• Wheelchair-accessible toilet: A crucial amenity for clients with specific accessibility requirements.

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• Toilet facilities: Standard restroom facilities are available.

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Appointments are strongly recommended to ensure dedicated time and personalized attention. Contacting the office to schedule an appointment is advisable before visiting.

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Contact Information

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Clients can readily connect with James Rushton through the following channels:

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• Phone: 8669047801

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• Website: locations.tiaa.org

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Specialties and Services

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James Rushton’s core expertise lies in financial planning. This encompasses a wide range of services, including:

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• Retirement Planning: Developing strategies to ensure a comfortable and financially secure retirement.

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• Investment Management: Constructing and managing diversified investment portfolios aligned with client goals and risk profiles.

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• Education Savings Planning: Helping families plan and save for their children’s education.

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• Estate Planning Basics: Providing foundational guidance on estate planning considerations.

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• Financial Needs Analysis: Conducting thorough assessments of clients’ financial situations to identify opportunities and challenges.

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As a TIAA advisor, he has access to a vast array of investment products and resources, offering clients a comprehensive suite of options.

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Opinions and Average Rating

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Currently, James Rushton’s TIAA Wealth Management office has 0 reviews on Google My Business. This lack of publicly available feedback presents an opportunity for clients to share their experiences and contribute to a more informed perception of the service. The average opinion is 0/5, reflecting the current absence of reviews. It’s suggested that Mr. Rushton and the team actively encourage clients to leave feedback to build a stronger online reputation.

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Key Considerations for Prospective Clients

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Considering the limited reviews available, potential clients should prioritize due diligence. It's recommended to:

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• Schedule an initial consultation: This provides an opportunity to discuss individual goals and assess Mr. Rushton’s approach.

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• Research TIAA’s reputation: TIAA is a reputable organization, but it’s beneficial to understand its overall services and investment philosophy.

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• Ask detailed questions: During the consultation, clients should inquire about fees, investment strategies, and the advisor’s experience.

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• Verify Credentials: Confirm James Rushton’s professional certifications and licenses to ensure he meets regulatory standards.

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In conclusion, James Rushton at TIAA Wealth Management offers a professional financial advisor service with a commitment to personalized financial planning. While currently lacking public reviews, his location’s accessibility and TIAA’s established reputation provide a solid foundation for potential clients seeking expert guidance.

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"summary": "James Rushton at TIAA Wealth Management provides personalized financial planning services from his Hanover, NH office, focusing on retirement, investments, and financial needs analysis, though currently lacks public reviews.",
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