Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC - White Plains (NY)

jamal alexandre Long overdue, I received amazing customer service at this location. John assisted in setting up an estate account for a family member who passed away. John was extremely kind, professional, and caring during a very difficult time. He made the process as easy as can be. I Hope to visit the branch for a happy reason next, and to ask for John, he’s the best!

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.