Having been a client with them for over 15 years, and having a fair amount of pension invested…read morethrough them, I have been kicked out of their services as I didn't respond to an email from them within a certain timeframe, due to 2 x major surgeries (no phone call, just email). As I am no longer resident of the USA it appears to be impossible for me to be able to work with the Ameriprise central team. Not the type of client-centred approach I would have expected from them. Be warned.

Unfortunately, this organization can't be trusted. Reneged on a huge agreement that we had. Sad as…read morewe had worked together for years. Brian J. White I'd partner I dealt with. Disappointing. - DG

Often runs late for appointments, and wastes clients valuable time talking about himself, and…read moreother non money related topics, rather than your investments. I suggest trusting your money with a reputable fiduciary , and an advisor who knows that the investor should be in control. Do your homework, and do a thorough check on FINRA before choosing your advisor.

Ameriprise is the office but I am not going to review them or make any recommendations as that…read morewould not be correct. People use their own places and I respect that. I am here to tell you about Michael Fisher, my financial advisor. Choosing my financial advisor was one of the hardest decisions I ever made. Being in that industry only made it more difficult seeing all the people I knew and with whom I worked. I have know Michael for over 20 years now... I have been with him from my mid forties to my now 60's. I am so happy with him. He is truly a gentleman and clearly concerned for his clients well being. I started my conversations with Michael when I was 20 years out before retirement. Today, I am in retirement age and feeling so good that I followed his advice and prepared the way I was supposed to prepare, all from his direction. It is very important to have a good relationship with your advisor. This is the person that you must have an ultimate trust in. My wife and I have this implicit trust in Michael and his group.

Great experience with this company. Results have been favorable dispite the ups and down of the…read moremarket

From the owner: fiduciary; fee-only, financial planner; financial advisor; financial adviser; investment manager;…read moreretirement; cfp; certified financial planner; long island; fee only; wealth manager; melville; hauppauge; uniondale; manhattan ; new york; new york city; suffolk county; nassau county; investment planner.

We discussed long-term financial planning with John Hannah. He was VERY thorough and patient. He…read morereally listened to us. John worked with our goals and gave us different options based on them. He was upfront about costs and fees. We highly recommend.

From the owner: For over 30 years North Ridge has been a leader in the financial services industry, serving our…read morefamily of financial advisors and their thousands of clients nationwide. With our vast experience and the highest quality independent financial advisors, the team of dedicated professionals at North Ridge are committed to providing best-in-class financial advice, service and planning for all stages of life.

My experience was great. very helpful straight forward, very professional, easy to talk to very…read moreunderstanding and knows what it takes to get you where you need to be. I can say I'm more satisfied then i expected to be, so if fixing your credit towards a financially better future if what you're looking for you may wanna contact her ASAP!!!!!!

From the owner: Level Up Lyfe LLC is a powerhouse dedicated to empowering people of color with the financial…read moreliteracy and tools they need to thrive. We specialize in credit repair, financial education, and building lasting wealth through accessible strategies that create real change. Our mission is to inspire confidence, cultivate financial freedom, and provide community-driven resources that level up your life, one step at a time. Whether you're fixing your credit, building financial confidence, or learning the ropes of wealth-building, we're here to guide you every step of the way.

I was referred to Jeffrey Lewis at Planning Financial Futures by a friend who said he was a great…read moreFinancial Adviser with many years of experience. He exceeded my expectations. Jeff is very intelligent, meticulous and resourceful. He provided practical solutions for handling some insurance and financial issues I was having. I would highly recommend Jeff and Planning Financial Futures.

From the owner: When you choose a Trustworthy Financial Advisor, you should base your decision on their competence…read moreand ethics, not their sales skills or personality. Choosing the right Long Island Financial Advisor for guidance on crucial financial matters is a very important decision. At Planning Financial Futures, our Certified Financial Planners™ provide comprehensive advice and services to our clients looking to pursue financial stability during their working and retirement years. For nearly 30 years, our Melville Financial Advisors have been providing Long Island, NY residents customized financial planning, investment strategies, wealth management, personal insurance solutions and tax and legal services. Planning Financial Futures, Inc. offers Investment Services, Financial Planning Services, Risk Management & Income, Tax & Legal to Melville, NY.

i didn't know where to turn but Leslie and her team made be feel comfortable and safe. a no…read morenonsense approach and great communication.

Be careful and cautious with this firm. They just published my personal information on Yelp which…read moreis against the terms and conditions. They are doing this to all customers who publish their honest experience on Yelp and Google. This has been reported to Yelp and Google and they are at risk of losing their profile on both platforms. They also have a flag on their account from Yelp for threatening other users when they publish honest reviews which is against policy. I and others had a bad experience and shouldn't be retaliated against by sharing customers personal information. This speaks to the character of Leslie H. Tayne. They recorded me without my knowledge and were unprofessional. Be cautious out there.