Balanced Rock Financial Group - Ameriprise Financial Services, LLC

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