Reviews for Balanced Rock Financial Group - Ameriprise Financial Services, LLC

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Oct 2023

I started out as a referral to Jeff who had lots of years experience. I was quickly transferred to someone that had less than a years experience. He was a Super nice guy but has left their company. I was told Jeff was overseeing things and recently spoke with Jeff and found out he wasn’t and that my portfolio setup wasn’t what he’d recommend. Was a mess and confusions. I spent hours converting all my retirements over to them. I don’t take my money lightly or with a casualness, this is my future and retirement and I’ve got to trust people are helping me. Not the case here. I believe I lost lots of money because I wasn’t getting the expertise and right advisement....read full review

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From Balanced Rock Financial Group - Ameriprise Financial Services, LLC

At Balanced Rock Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Twin Falls, ID area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 2PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 2/5