Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Craig Lochner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Hi there!
Rate this business!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

Reviews

10/20/2017

Terrible experience

We had a very negative experience with this company. They were more than helpful when we first contacted them about an inherited IRA. Later, when they found out we were moving the money to another firm, they became MUCH less helpful and decidedly less friendly. Communication was spotty and a substantial charge suddenly ?showed up? for moving our money. My father had been a faithful customer of Mark Pallazolo and Ameriprise for many years and considered him a friend. I know he would have been extremely ashamed and angry of how they have treated us, his children, subsequent to his passing.

More Business Info

Services/Products
Estate Planning Strategies Family Finances Saving for Education
Associations
CRPC
AKA

Craig Lochner - Financial Advisor, Ameriprise Financial Services, LLC

Categories
Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds
Provided by