Ameriprise Financial
225 S 6th St Ste 250, Minneapolis, MN 55402
Reviews
05/25/2014
Provided by YP.comAmeriprise Financial Planning- I was told I would be working with a CFP/CPA to create a financial plan. They misrepresented the planners (Michael Olson) qualifications as he is in no way a certified financial planner or a certified public accountant. His lack of qualifications were reflected in the numbers presented in his joke of a "financial plan" if that is what you want to call it. Instead of a financial plan which reflected my current assets and future goals I was provided something more like a brochure with inaccurate numbers and archaic information. Instead of providing me with solid financial advice the entire brochure/financial plan advertised Ameriprise services and made recommendations to switch my current banking to theirs for less interest.
I paid $200 for the plan and since it took him over a month to develop it I had to pay an additional $25 for the monthly service which was a complete ripoff. I took the plan to an actual CPA/CFP who has 20 years of experience he couldn't stop laughing at how lousy it was. Not only was the financial plan off his advice and numbers were completely inaccurate for example he claimed 12 month T-Bills were 4% (I wish) when in reality they were paying like 0.02% less than savings.
Michael Olson a 28 year old con artist who graduated from Hamline University with a B.S. that stinks....if you know what I mean.
More Business Info
- Hours
- Do you know the hours for this business?
- Extra Phones
Phone: 612-671-3131
- Neighborhoods
- Central Minneapolis, Downtown West
- AKA
American Express Financial Services
Ameriprise Financial Services, LLC
Ameriprise Financial Services
- Other Links
- Categories
- Financial Planning Consultants, Financial Planners, Financial Services, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives, Wills, Trusts & Estate Planning Attorneys