Fireside Wealth - Ameriprise Financial Services, LLC

Ben Lemery _{on Google}

May 24th, 2023

I had the privilege of working with Cody Wald, at Fireside Wealth, as my financial advisor, and I couldn't be happier with the results. Cody's expertise, professionalism, and personalized approach truly set him apart. From our first meeting, it was evident that Cody takes the time to understand his clients' financial goals and tailor his advice accordingly.
Cody's knowledge of the financial landscape is extensive, and he always kept me well-informed about market trends, investment opportunities, and potential risks. His recommendations were thoughtful, strategic, and aligned with my risk tolerance and long-term objectives. He patiently answered all my questions and explained complex financial concepts in a way that was easy to understand, empowering me to make informed decisions.
What impressed me most about Cody was his unwavering dedication to my financial success. He proactively monitored and adjusted my portfolio, keeping it well-balanced and optimized for growth. Whenever I had concerns or wanted to discuss changes, he was readily available and provided prompt, insightful advice.
Beyond his technical expertise, Cody's interpersonal skills and genuine care for his clients are exceptional. He consistently demonstrated empathy, respect, and integrity, making me feel valued and confident in his guidance. Working with Cody felt like having a trusted partner on my financial journey, and I wholeheartedly recommend him to anyone seeking top-notch financial advice.
In summary, Cody Wald is an outstanding financial advisor who combines expert knowledge, personalized service, and a genuine commitment to his clients' financial success. I'm grateful for his guidance, and I'm confident that anyone who works with him will be in excellent hands.