Rush Creek Advisors - Ameriprise Financial Services, LLC

Several years ago my wife and I decided that we needed to do something about our debt. More than that, we wanted a clear plan going forward as I was about 5 years from retirement. The CFO of the company I worked for recommended Jake Willis. (I should say at this point, that he was a very hard man to please). And because he was a CFO, he had much more knowledge of finance than did I. But he was also smart enough to know that he needed professional help. After the first appointment, both my wife and I were impressed. Not just at Jakes understanding of our issues; but we really felt like he was becoming a family member with his eye on goals that we developed and understood, and a path forward to achieving them. Now, several years later, I am set to retire this summer. I know where we are financially and what our budget and income steam will look like. Jake is the reason. We would not be here without his expertise. You have a choice in life: to proceed in an organized, thoughtful manner, or to go forward with no plan or understanding of what the future may hold. In addition, there may be financial advantages you do not know about that can help your unique situation. I cannot recommend any one better than Jake Willis. Do yourself a favor....call him.
Mar 9th, 2024

Jake Willis has been a great partner to us as a family. He knows where were at, understands what we desire, and puts solutions in place to help us achieve those goals. Hes selfless in how he conducts his business, and makes you feel like youre as important as you could be when youre talking with him. The best thing about the partnership is the peace of mind he leaves you with after meeting. His knowledge and perspective and experience are invaluable to us.
Sep 7th, 2023

We have been with Jake Willis for many years. He is very knowledgeable and always has our best interest in mind. He communicates well, is happy to answer all our questions, and is proactive concerning our investments. I highly recommend Rush Creek Advisors for all you financial needs!
Jul 9th, 2023

We started working with Jake Willis and Ameriprise in August of 2017. Over the past 3+ years Jake has provided not only great financial advice but also friendship with a wonderful understanding of our personal financial situation. He custom tailored our plan to provide leeway for other investments while always keeping our retirement goals in view. I believe Jake has the best interests of every client he works with in mind when developing a financial plan. I strongly recommend Jake Willis and Rush Creek Advisors for the best financial service assistance!
Jul 27th, 2020

Jan 9th, 2019