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Ted Ennis - Thrivent

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About Ted Ennis - Thrivent

Overview

Ted Ennis - Thrivent is a dedicated financial planning service based in Kutztown, PA, committed to empowering individuals and families to achieve their financial aspirations. With a focus on personalized guidance, Ted Ennis utilizes his extensive knowledge and experience to help clients navigate the complex world of finance. At Thrivent, we believe that money is not merely a goal but a powerful tool that can enrich lives and support meaningful endeavors. Our mission is to help you harness your financial resources to fulfill your lifelong dreams while contributing to the causes you care about.

Services Offered

At Ted Ennis - Thrivent, we provide a comprehensive range of financial planning services tailored to meet the unique needs of our clients. Our key offerings include:

  • Personalized Financial Planning: We work closely with you to understand your current financial situation, identify your goals, and create a customized plan that aligns with your values and aspirations.

  • Investment Strategies: Our team helps you navigate the investment landscape, offering advice on asset allocation, risk management, and portfolio diversification to optimize your returns.

  • Retirement Planning: We assist clients in preparing for a secure and fulfilling retirement by developing strategies that consider income needs, healthcare costs, and lifestyle choices.

  • Insurance Solutions: We provide guidance on various insurance products to protect your assets and ensure financial security for you and your loved ones.

  • Estate Planning: Our services include helping clients establish wills, trusts, and other estate planning tools to ensure that their wishes are honored and their legacy is preserved.

  • Charitable Giving Guidance: We believe in the importance of giving back. We work with clients to integrate charitable contributions into their financial plans, helping them support the causes that matter most to them.

Experience and Expertise

Ted Ennis brings a wealth of knowledge to his role as a financial advisor, holding prestigious designations such as ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), and FIC (Fraternal Insurance Counselor). His expertise spans various areas of financial planning, allowing him to provide clients with informed and strategic advice. With years of experience in the financial services industry, Ted is well-equipped to guide clients through every stage of their financial journey, from early career planning to retirement readiness.

Location and Service Area

Located in the heart of Kutztown, PA, Ted Ennis - Thrivent proudly serves clients throughout the surrounding areas, including both Pennsylvania and Florida. Our office is easily accessible, providing a welcoming environment for clients to discuss their financial goals and concerns. Whether you are a local resident or seeking guidance from afar, we are here to support you in your financial endeavors.

What Sets Us Apart

What makes Ted Ennis - Thrivent unique is our holistic approach to financial planning. We prioritize understanding your individual goals, values, and life circumstances before proposing any financial strategies. This personalized service ensures that our recommendations are not only financially sound but also resonate with your personal aspirations and ethical considerations.

Additionally, our affiliation with Thrivent allows us to leverage a vast array of resources and tools designed to enhance your financial planning experience. We are committed to fostering long-term relationships with our clients, built on trust, transparency, and mutual respect. Our aim is to be your financial partner, guiding you through life's financial challenges and celebrating your successes along the way.

In summary, Ted Ennis - Thrivent is more than just a financial planning service; we are a supportive ally on your journey toward financial security and fulfillment. With tailored services, extensive expertise, and a commitment to your values, we are prepared to help you put your plans into motion and achieve the life you envision. Let us partner with you to build a secure financial future that reflects your dreams and supports the causes you cherish.

Categories
Financial AdvisorsFinancial plannerFinancial consultant
About This Business

Planning

  • Appointments recommended

Amenities

  • Restroom

Accessibility

  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
  • Wheelchair accessible parking lot
Contact Information
102 Tomahawk Drive
Kutztown, PA 19530
United States of America

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Working Hours
Monday:
9AM-5PM
Tuesday:
9AM-5PM
Wednesday:
9AM-5PM
Thursday:
9AM-5PM
Friday:
9AM-5PM
Saturday:
Closed
Sunday:
Closed
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