Oasis Wealth Advisors - Ameriprise Financial Services, LLC
-
76 Main St
, Ste 192
Andover, Massachusetts 01810 - (978) 474-9904
- Website
Hours
Chamber Rating
-
Matt DePatsy
Ive had the worst experience with this company!! Customer service in particular Jeslina and Maria were both completely unprofessional and extremely rude!!! I've been hung up on twice now for calling and trying to see if they got the wire transfer back because of a wrong routing number. Maria refused to transfer me to a case manager or provide me with corporates phone number very disrespectful on both of these women's part i will continue to make sure to let EVERYONE know not to go through this company also going to the facebook page and every other platform available to leave a review!
Nov 28th, 2021 -
Samuel Ross
Dec 28th, 2020 -
Paul Ostrander
The team at Oasis Financial is fantastic. They are knowledgeable, friendly, and responsive. I have worked with several members; Dawn, Connell, and Lars - all are excellent.
Dec 11th, 2019 -
Michael Milham
Oasis Financial is as knowledgeable and professional as it comes in the industry. Both Dawn and Connell have a very honest, sharp approach with a family like touch. I can't recommend Oasis Financial Enough.
Dec 6th, 2019 -
James Casady
My wife and I have been using Oasis for the past 2 years and cannot say enough good things about them. All of their staff are very courteous and they go above and beyond every time! Thanks Oasis!
Nov 17th, 2019
About
Oasis Wealth Advisors - Ameriprise Financial Services, LLC
At Oasis Wealth Advisors, 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 Andover, MA 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.
Contact Info
- (978) 474-9904
- [email protected]
- Website
Services
- Employee Stock Options
- Tax Planning Strategies
- Sustainably Responsible Investing
- Women's Financial Strategies
Languages
- English
Specialities
- Employee Stock Options
- Tax Planning Strategies
- Sustainable and Responsible Investing
- Women's Financial Strategies
Questions & Answers
Q What is the phone number for Oasis Wealth Advisors - Ameriprise Financial Services, LLC?
A The phone number for Oasis Wealth Advisors - Ameriprise Financial Services, LLC is: (978) 474-9904.
Q Where is Oasis Wealth Advisors - Ameriprise Financial Services, LLC located?
A Oasis Wealth Advisors - Ameriprise Financial Services, LLC is located at 76 Main St, Ste 192, Andover, Massachusetts 01810
Q What is the internet address for Oasis Wealth Advisors - Ameriprise Financial Services, LLC?
A The website (URL) for Oasis Wealth Advisors - Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/team/oasis-wealth-advisors-inc/
Q How big is Oasis Wealth Advisors - Ameriprise Financial Services, LLC?
A Oasis Wealth Advisors - Ameriprise Financial Services, LLC employs approximately 20+ people.
Q What days are Oasis Wealth Advisors - Ameriprise Financial Services, LLC open?
A Oasis Wealth Advisors - Ameriprise Financial Services, LLC is open:
Sunday: Closed
Monday: Closed
Tuesday: Closed
Wednesday: Closed
Thursday: Closed
Friday: Closed
Saturday: Closed
Q How is Oasis Wealth Advisors - Ameriprise Financial Services, LLC rated?
A Oasis Wealth Advisors - Ameriprise Financial Services, LLC has a 3.9 Star Rating from 7 reviewers.
Hours
Ratings and Reviews
Oasis Wealth Advisors - Ameriprise Financial Services, LLC
Overall Rating
Overall Rating
( 7 Reviews )Matt DePatsy on Google
Ive had the worst experience with this company!! Customer service in particular Jeslina and Maria were both completely unprofessional and extremely rude!!! I've been hung up on twice now for calling and trying to see if they got the wire transfer back because of a wrong routing number. Maria refused to transfer me to a case manager or provide me with corporates phone number very disrespectful on both of these women's part i will continue to make sure to let EVERYONE know not to go through this company also going to the facebook page and every other platform available to leave a review!
Samuel Ross on Google
Paul Ostrander on Google
The team at Oasis Financial is fantastic. They are knowledgeable, friendly, and responsive. I have worked with several members; Dawn, Connell, and Lars - all are excellent.
Michael Milham on Google
Oasis Financial is as knowledgeable and professional as it comes in the industry. Both Dawn and Connell have a very honest, sharp approach with a family like touch. I can't recommend Oasis Financial Enough.
James Casady on Google
My wife and I have been using Oasis for the past 2 years and cannot say enough good things about them. All of their staff are very courteous and they go above and beyond every time! Thanks Oasis!
Overall Rating
Overall Rating
( 7 Reviews )Write a Review
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