Heritage Wealth Advisors - Ameriprise Financial Services, LLC - Closed

Outstanding customer service.
Jun 26th, 2023

We had been interviewing different financial advisors in an effort to improve our retirement plan. Mark appeared very interested and spent time in initial conversation about standard things like goals and strategies. For multiple reasons, we decided to go with another group. After informing Mark, we received some emails designed to hard-sell and produce guilt, as well as a request for 3K for time spent. Whew. What a relief to confirm we made the right decision to go elsewhere. Do your due diligence into Ameriprise as a company. Know the compensation structure and understand how the sales of proprietary products can affect your portfolio. Understand the importance of an advisor who is also a fiduciary. If you are a couple, be sure both parners are involved in choosing an advisor, and if a potential advisor tries to strong arm you into a relationship without involving your spouse- its not a good sign.
Sep 26th, 2021

Poor customer service. They have blown off several meetings with me, not responded to emails or online inquiries, and not returned phone calls. It is extremely difficult getting ahold of these advisors. Apparently they only attend to extremely wealthy clients?
Jul 28th, 2021