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Finance Advising reviews in Northdale

  • C
    Ameriprise Financial Inc
    At first I was pleased, I felt for $300 I was getting my money's worth. But in the second year, the annual fee was raised to $400. At closer glance I noticed that all year Ameriprise had been automatically deducting $20 quarterly fees for the Ameriprise One checking account. Then I started realizing that Ameriprise talked me into signing up for things (like a life insurance policy) where Ameriprise itself makes money off of the policy. It's a total conflict of interest. Ameriprise is not an independent financial adviser. It will make money off the things it gets you to sign up for. They're very nice, professional people, but I wish I never got involved. I have more money taken out of my account than I can afford, and I'm having a hard time untangling myself from this mess right now, because you get the strong sell to stay with them. And with all of these fees, I don't think I've come out ahead. I'd probably have more money now if all along I had just stuffed it under my mattress!
    - Lisa H.
  • A
    GROUP MERIT
    BOB IS KIND OF A NERD. HOWEVER, I MEAN THAT IN THE KINDEST SENSE OF THE WORD. HE FOUND ME BY COLD-CALLING, ONE OF THE MOST DIFFICULT WAYS TO CONDUCT AND ATTAIN BUSINESS. HE GOT MY BUSINESS BY BEING OPEN AND HONEST. HE HAS ALWAYS DONE WHAT HE SAID HE WOULD ACCOMPLISH. HE USES FINANCIAL TERMS THAT ARE AT THE LEVEL OF MY UNDERSTANDING. HE DOES NOT TRY TO GET ME TO MAKE GRATUITOUS MOVES WITH MY MONEY TO GENERATE COMMISSIONS FOR HIM. HE TREATS WOMEN AS EQUALS! WOW! HE IS SELF-EFFACING, YET REALLY KNOWS HIS STUFF. SELF-EMPLOYED, UNEMPLOYED, AND EMPLOYED BY A HEALTH CARE CORPORATION FULL-TIME, BOB CONTINUES TO BE MY ONE CONSTANT REGARDING FINANCIAL MATTERS. BEST OF ALL, HE COMES TO ME, WHETHER HOME OR OFFICE.
    - PATRICIA W.
  • A
    Tampa Bay Coin & Precious Metals
    unknown
    - Miguel H.
  • A
    Robert F DiMarco
    unknown
    - Frances M.
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Financial Advisors in Northdale

Companies below are listed in alphabetical order.

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