Annex is a marketing company moonlighting as an investment company. Poor returns driven by an…read moreoverpaid Willy Nilly analysis paralysis investment committee who's consistently behind the market. I crushed their returns with a company Fidelity 401K account with six real investment options. I know seven people who have/had money there, five left. They couldn't find a nickel if it was stuck between their bleep cheeks. Don't walk away from Annex, RUN!

Well I just received my September summary report and once again looked at $9,000+ loss for the…read moremonth. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money month after month good for me ....the customer. I do keep scratching my head trying to figure out why I have certain funds in my portfolio that have a 5 year trend of losses. I did asked my "Wealth Manager" and was told not to question the investment committees decisions. Just love dealing with a condeesending individuals.(not really) I do give Annex credit for starting to put client monies into CD's. Although they were about 90-120 days late in pulling the trigger on this one. There are many good professional managers at Annex Wealth. Just wish they were more hands-on with the client regardless of the portfolio balances.

This firm is very professional, and quick to respond. Although we decided their services were more…read morethan we needed (our assets are just not that significant), I would not hesitate to work with them if you need tax advice or trusts established.

From the owner: Ellenbecker Investment Group's (EIG) goal is to help clients understand what they need to do to…read moreachieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth. Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life's transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.

Excellent service and their app is easy to use for buying and trading. Great customer service!read more

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was…read morefairly high for what they did. I have a small account (about $110k) and I didn't think that I received the service I should have gotten. Slow call back times, feeling rushed on the phone, etc. If it was just the mediocre service, I could understand that because I'm a small fish. If it was just the high cost, I could understand that because big companies can charge more. But the combo of high cost and mediocre service is what eventually drove me away.

They need to hire competent staff. Alex conducted a preliminary interview and completely…read moreassumed/misheard what was said and used it as a basis for denying an equipment loan. His own biases towards women, marriage and who knows what else (my last name is very Hispanic) clearly interfered with his ability to listen to facts and rectify his errors once confronted with the truth. This company is adamant that I am married and requesting documents from my non-existent spouse. I have never been married in my life. The company refused to revisit the application and chose to make a decision off of an assumption. Poor business!! Luckily we have approvals from other lenders, but I will be sure to never recommend this lender to anyone in our group of business owners. Shame, shame, shame! Thankfully justice always prevails...in surprising ways....even if it is delayed a bit LOL. Best of luck Advantage MINUS xoxo

From the beginning Advantage + was very professional. They were precise and explained to me exactly…read morewhat I needed to present. I was quickly approved for a truck loan, After going to the dealership in a couple of hours I was driving out with my truck. Thank you advantage.