Financial Planning
from Ameriprise
Formerly a unit of American Express, Ameriprise Financial provides financial planning for clients around the country utilizing its Dream>Plan>Track approach. The company's financial advisors evaluate clients individually and form ongoing relationships to work towards financial goals from saving for college, buying a house or preparing for retirement.
Financial Planning Reviews
Biggest problem for me with Ameriprise is that their agents discourage the use of the web site. If I need anything, I've got to place a call and wait for the return.
This is not a service for people who want to track their accounts online, or play any role in planning or trading.
I used Ameriprise for two years for Financial planning. Unfortunately, I didn't have a lot of time to monitor performance of my adviser, which was a mistake.
He placed me in a bunch of Ameriprise institutional funds that were 1 star rated by Morningstar. It was obvious to me (and later to state AGs) that Ameriprise put me in those funds because the commissions were higher, instead putting me… in the best funds available.
When I discovered what happened, I immediately pulled my money out of Ameriprise.
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Financial Planning Resources
Have a Questionabout Financial Planning Services?
Michael answered nrek123's question:
529 or IRA ?
Guru
Wow, I feel like I've already missed the train on a great thread here! I t...
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