Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC - Portage (MI)

Yonn Every time I go in there to cash my check.. very quick

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!

Patricia Zomerlei Great people to have, treat you like family.

Jason Music I greatly appreciate Brian Mathiots eye for detail! He has been a pleasure to work with as he is very understanding and straight forward. He has done an amazing job taking care of any issue that has arisen. I hope others are able to demonstrate strong skills and quickly assess situations like him- as he has made this process a whole lot easier for me. I appreciate having someone who is always readily available to hear me out and finds prompt reasonable solutions.

Charlie Thornbury Absolute great service. Very knowledgeable personnel. Happy to explain their advice ie how, when and why. I highly recommend this company for ALL your investment needs.

Susan key Jon Russell takes time to explain financial tools and plan for a successful retirement.

Richard Tran Couldn’t be happier with the service! Would recommend to anyone looking for a financial advisor

Jennifer B. Have had them for about 1.5 yrs, no problems. They used to have a website where I could watch my account and balance, but was told they dont have any website anymore! =(