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    Naftalin Associates

    1.0 (1 review)

    Services - Naftalin Associates

    Investment management

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    11 years ago

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    Ameriprise Financial Advisors

    Ameriprise Financial Advisors

    (3 reviews)

    Their banking transfer process is not as advertised. They state 3 days to set up and I'm already…read morewaiting after a week has gone by with no results. I had to place several calls and request help from a supervisor who finally resolved it on her own. Their normal process failed in this case.

    Called Ameriprise Friday Oct 11, 2024 to request our annual withdrawal. Was told I needed to call…read moreback after the 13th. So I called back on Monday the 14th, was told by an associate that my funds is this amount and it should be in our account in 3 to 5 business days. It was our regular amount that we always receive and have been for the past 8 years. Later Monday after I electronically signed a document and sent it back, someone left a message that I could not receive my funds. I called back Monday afternoon and ask what was going on? Was told the funds I got a few months earlier (after it was offered to us, and we asked if it would affect our annual payment in a few months, and was told NO it would not) would affect our annual payment, and lower it! I said fine send me whatever it is. So, 3-5 business days would have been Tuesday Oct 22, 2024. Close to the end of business on Tuesday, I called and I talked to the same person from last Monday, I recognized her voice, but she didn't say we talked! After 45 minutes of waiting for 1 department or another I am told it is going to be another 2 to 3 business days to receive our funds! I don't know what they are doing there but their customer service really needs to improve, I was hung up on, on that call on Monday. I asked her to check the recordings of what was told to us months ago, that they say they are going to record for confirmation and training, but she never did check! I requested to speak to a Manager, and was told she was in a meeting and will call me. That was yesterday (Tuesday) still have not heard from the Manager! Lets see if we get our funds tomorrow (Thursday) like they told me. They hold on to your money and don't want to give it up! I am pulling all of our funds out of their hands as soon as I can!! They tell you one thing and then do another, and 1 department doesn't know what the other department is doing, when something goes wrong they always blame it on the other department! Bad Business... Still waiting for the Managers call...

    Thrivent

    Thrivent

    (56 reviews)

    Downtown Minneapolis

    When the housing market tanked in 2007, I tried to move some money out of one of our failing…read moreinvestments and was not able to do so. Years later, we got a local Thrivent Representative. He was helpful and polite at our first, in person meeting. Some time later, I wanted to move some money and he was very impatient and rude over the phone. I wanted to understand my options. On a positive note, more recently, we had some money to invest for retirement. I decided to call the cooperate office, "Member Care Services". They were all helpful and understanding, especially advisor, Stacy Dobberstein and one other woman (sorry...forgot name). Ms. Dobberstein is very knowledgeable, patient and pleasant. I hate to end with a negative but, I wrote a letter and email because I felt that a committee leader at Thrivent, was pushing her own political ideas, behind her particular program, per her public letter to members. I felt that some of her opinions did not line up with Christian values as described in scripture. I suggested that she stay more generic and focus on universal Christian values. Though I may not have written my best letter, I was hoping for some kind of response, especially since i am the client and Thrivent claims to be a Christian organization. Plus, we are trusting them with our money; money which they profit from. I was happy with the cooperate office in every way, so that is who I recommend. 1* star for the local folks and 5* stars for cooperate.

    refusal to honor terms in disability waiver. will not acept VA (federal government…read moreforms) 100% permanent and total disability certification as proof. Will not accept Wisconsin Department of Veterans Affairs (WDVA) certification of 100% permanent and total disability. have constantly lied about what is in the contract. Refused to offer a electronic way to submit waiver then claimed they lost it after reciving it certified and then sudenly they could recive it electronicly.

    Naftalin Associates - investing - Updated May 2026

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