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Bruce Work - Ameriprise Financial Advisor

5.0 (1 review)

Services - Bruce Work - Ameriprise Financial Advisor

Investment management

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3 years ago

Bruce Work is the absolute best! He will take care of you! He is an excellent financial planner.

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Cape Cod 5 - Cape Cod 5

Cape Cod 5

(4 reviews)

Disappointing. I…read morehave had a mortgage through them since 2017. They were great to work with then, but when I contacted them recently to speak about a refinance, they routed me to John Wells. It took him 10 days to connect with me only to tell me that their current rate of 3.3 is only a bit lower than my current mortgage rate. He explained that it is because they are so busy that they are trying to discourage more people from refinancing; they want to keep their customer level low in order to focus on good customer service. Then he said I should be talking to my original loan officer about it (though I was given his name to contact by the bank). The whole experience wasted my time and made me feel unwanted. It's ironic that they've increased their rates to provide better customer service. How about you just focus on retaining the customers you have? Wouldn't that be an idea?? I will be transferring my loan elsewhere and will never come back here for any of my banking needs.

So many quality people work there as tellers but a real turd in the punch bowl was "too busy" to…read morehelp set up an account with no other customer in the building on a very quiet Saturday. Did offer to "schedule an appointment during the week" that fit his schedule. As I sit writing a review, still no one else has entered the building 10 minutes later. There's a lot of banking options in the mid Cape looks like I'll be checking out Cape Cod Coop.

Bruce Work - Ameriprise Financial Advisor - investing - Updated May 2026

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