After getting bounced around by multiple advisers, we ended up with Lisa about seven years ago…read more She is extremely personable but also serious in regards to her clients sticking to their game plan. We also like the fact that she is a fee based practice vs someone trying to go for the commission. The bottom line is that if we are making money, she is making money. She is also honest in the fact that when she says we don't need something (insurance wise) or when we should allocate money around because when we are X age, we don't get dinged. My only wish is we were working with her from the start.

My adviser is retiring, and nobody on her team will pick me up as a client because they say they…read moredon't understand how to trade single stocks or know how to handle limit orders, really? Not a good firm if can't figure out the simple stuff. Super bad customer service for dropping their client.

After utilizing Ameriprise Financial services for over 7 years, we finally elected to leave this…read moreestablishment. While Confetti Wealth is very well known for one particular founder there, we never met her, heard from her, or were advised by her despite having an almost decade-long relationship there and a significant amount of resources invested there. We were very satisfied for the first few years we were there, and were able to get our finances in line. We had excellent advisement about estate planning, retirement, etc. However, once our specific financial advisor left, the service was dramatically different. Not only was our previous financial advisor under a non-compete to work with us, but we found the advise and customer service to be unfortunately lackadaisical thereafter. During the initial COVID market crash, we weren't advised about tax-loss harvesting and lost a significant amount with no guidance from them. Bummed, as we had a good relationship prior. That said, the advice shouldn't be so variable with a change in advisor. Going with a discount brokerage house for advice now.