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Finance Advising reviews in Avon

  • A
    Ameriprise Financial Joyce Foster
    Lisa was incredibly thorough and analyzed our situation. We were very impressed as she went through details on our initial meeting that had not been explored with our previous adviser. She was able to pinpoint places where we should reallocate investments and has followed up with numerous times. Our experience thus far has been very encouraging. We hope to make great strides with her advisement over the coming year.
    - Mathew F.
  • A
    Ameriprise Financial Advisors
    Steve has been our financial planner for several years now. We get together once or twice a year to evaluate our investment choices and make adjustments as needed. We have no basis for comparison but feel that the $750 fee (we generally pay this every other year) is quite reasonable for the services that Steve provides. During most appointments, Steve provides us with updates on how our investments are performing and makes recommendations to replace poor-performing investments with better options. But every two years or so, we go through our entire finances to make sure that we are still on track for retirement. Since neither of us have the interest or ability to actively manage our investments, it's nice having a professional financial planner to monitor our situation for us.
    - MARILYN M.
  • A
    Roger Klinger is very helpful and knowledgeable.
    - Carolyn N.
  • A
    Took the time to explain everything in detail. Excellent follow-up. Very easy to work with. Easy to follow action items.
    - Bruce H.
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Financial Advisors in Avon

Companies below are listed in alphabetical order.

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