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Finance Advising reviews in Florissant

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  • She has managed my entire portfolio since 1998 and does periodic financial projections. She and her staff are highly professional and capable. Mary Kay has numerous clients and continues to win awards in her field. She has taken me through the two most recent economic downturns and I've come out fine. She devotes as much time as I need and is very prompt and responsive. She was especially helpful with the financial transitions following the deaths of three close relatives, all of whom used her services.
    I have no connection with Mary Kay other than being her client.
    Mary Kay was originally with American Express Financial Advisors, and moved over to Ameriprise when AmEx divested their financial adviser business.
    www.ameripriseadvisors.com/mary.k.schumacher
    mary.k.schumacher@ampf.com
    - Gary B.
  • BRETT YOUNG IS OUR FINANCIAL ASSOCIATE WITH THRIVENT. I WAS PRESENTED WITH OPTIONS ON LONG TERM FINANCIAL CARE FROM TWO DIFFERENT CARRIERS. BRETT EXPLAINED THE DETAILS OF EACH POLICY; SELECTION OF COVERAGE WAS THEN MADE BASED ON HIS INPUT AND GUIDANCE. BRETT ALSO SAT DOWN WITH THE TWO OF US FOR AN ANNUAL REVIEW OF OUR POLICIES AS WELL AS OUR OVERALL FINANCIAL PLANS.
    - DEBBIE H.
  • WE HAVE BEEN CLIENTS WITH SANDY AND HER HUSBAND DEWEY (MUNDWILLER) SINCE 1986. AT A MINIMUM, WE MEET IN PERSON WITH SANDY AND DEWEY TWO TIMES PER YEAR AND COMMUNICATE WITH THEM VIA PHONE ON A QUARTERLY BASIS. THEY DISCUSS WITH US OUR FINANCIAL GOALS AND DEVELOP INVESTMENT PLANS (ENVISIONING PROCESS) WHICH WORK TO MEET OUR NEEDS AND GOALS.
    - DEBBIE H.
  • I have been pleased with his work, he also has a great website with a lot of helpful information. I would use him again, in fact I've refered many friends.
    - Lori S.
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Financial Advisors in Florissant

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