KWM Wealth Partners - Ameriprise Financial Services, LLC

Michael Rossetti _{on Google}

Nov 8th, 2017

😘👍🏻

Michael Bruntvedt _{on Google}

Mar 21st, 2018

I personally did not have a good experience here. I was recommended by a friend to Eric Szcurowski who supposedly works here. He spoke to me initially and then sent someone to my house to discuss my financial planning. We made an appointment for me to go into his office to open an account. I showed up for the appointment, and at this point I met a third individual, Jaan Ruga. He set me up with an IRA and insisted that my money be placed in some Wells Fargo mutual fund. Since my initial investment and meeting with Jaan, every contribution I made was set aside as a cash asset. Since I opened the account in 2014 the market has seen incredible gains. Unfortunately, I put my trust in these guys and did not ride this wave. I have just recently closed this account and moved my money over to David Lerner. My new financial adviser has been extremely accessible, attentive, and receptive to my ideas. I only write reviews when the service is exceptional or atrocious. Unfortunately this place falls into the latter. Avoid this place at all costs, specifically Eric Szurowski and Jaan Ruga.