Maggie Kulyk & Associates

Founded 2005 • Angie's List since January 2012

A Rated | 3 Reviews

Service Categories

Description

We offer comprehensive wealth mangement including financial planning and asset managment....

Verified Reviews

A few reviews for this pro…

A

RATED

08/12/2015

unknown

DESCRIPTION OF WORK
Financial and retirement planning

CATEGORY financial advisor

A

RATED

07/16/2013

Maggie Kulyk and her company (Ameriprise) provide financial planning advice and financial management, specifically with respect to retirement.  Maggie gave us a a very thorough report on our financial position for retirement, including metrics that considered our goals and our risk.  The service was well worth the $2000 that we paid for several visits with Maggie, with the ultimate goal of setting...

DESCRIPTION OF WORK
Financial Consulting

CATEGORY financial advisor

A

RATED

01/18/2012

Maggie is very well trained and professional.  She is very helpful and knowledgeable.  It can be hard to schedule appointments because Maggie is very busy.  They are fee based so they aren’t motivated to do things based on commission.  I would definitely recommend them to others.

DESCRIPTION OF WORK
I use this company for financial planning and investments.  The appointments are 90 minutes which is plenty of time.

CATEGORY financial advisor

Services Offered

Financial planning.

Services Not Offered

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General Information
Free Estimates
Complimentary consultations.
Payment Options
Check, Visa, MasterCard, American Express
Senior Discount
No
Emergency Service
No
Warranties
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