Vasso & Associates - Ameriprise Financial Services, LLC

Hours

Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM

Chamber Rating

Verified Member
0.0 - (0 reviews)
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About
Vasso & Associates - Ameriprise Financial Services, LLC

At Vasso & Associates, 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 Dallas, TX 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

Languages

  • English

Specialities

  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution

Images

Questions & Answers

Q What is the phone number for Vasso & Associates - Ameriprise Financial Services, LLC?

A The phone number for Vasso & Associates - Ameriprise Financial Services, LLC is: (972) 692-5069.


Q Where is Vasso & Associates - Ameriprise Financial Services, LLC located?

A Vasso & Associates - Ameriprise Financial Services, LLC is located at 5000 Quorum Dr, Ste 375, Dallas, Texas 75254


Q What is the internet address for Vasso & Associates - Ameriprise Financial Services, LLC?

A The website (URL) for Vasso & Associates - Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/team/vasso-associates/


Q How big is Vasso & Associates - Ameriprise Financial Services, LLC?

A Vasso & Associates - Ameriprise Financial Services, LLC employs approximately 20+ people.


Q What days are Vasso & Associates - Ameriprise Financial Services, LLC open?

A Vasso & Associates - Ameriprise Financial Services, LLC is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM

Hours

Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM

Ratings and Reviews
Vasso & Associates - Ameriprise Financial Services, LLC

Overall Rating

Overall Rating
( 0 Reviews )
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Anna S. on Yelp

image I have been a client of Neal Vasso of Vasso and Associates for years and have nothing but great things to say about him.  I know for a fact the negative yelp review about his group is false.  I was an early client and his office building used to house many advisors who are no longer there or with Ameriprise.  The negative review must have been about some other group and not Vasso and Associates.   It's sad to see his group wrongly being attached to this bad review when Neal's group is such a great bunch.


Sarah B. on Yelp

image This company makes me want to vomit.  A year after college, when I had all of $3,000 to my name, I got a call from a persistent (aka annoying) "financial advisor" from Ameriprise.  She'd acquired my contact info from a loose-lipped friend who was her client.  Ameriprise thrives on feeding off of leads they demand from you, so bear in mind they will hound your parents, siblings, children, and best friends if you hand over contact information.Anyway, having NO financial knowledge other than to be really, really frugal, I finally agreed to a meeting.  Here, they promised me rainbows and butterflies if I would only start a retirement plan today.  I could be a milionaire in 50 years, they'd say.  All they asked was $500 upfront, and they'd take care of the rest.I was paired with one Amy Limas-Hanson or something (hyphenated names ALSO make me want to vomit).  She worked hard on a presentation about how I should, in addition to my student loans, car payment, and 401K, buy a disability plan EVEN THOUGH my company provided a rather generous one for me already.She then set me up with a variable life insurance policy (VUL).  Nevermind that I don't and do not plan to have children.  Nevermind that VULs are one of the worst "savings" plans you could possibly get.  Nevermind that in the 2.5 years of my plan, it has gained NOTHING and lost the $20 monthly premium I pay.And after that, I hear nothing  My payment was to yield me a year's worth of help and four quarterly meetings.  After the initial set-up process, I heard NOTHING from her.  I call Ameriprise to see if I could possible convert my VUL to a Roth IRA (of course I can't).  On the phone, the rep (not Amy), said, "you're HOW old and you have a VUL?  WHY?"  My point exactly.Look on Careerbuilder.com and you'll see several Ameriprise ads looking for someone, ANYONE, to come be a "financial advisor."  They even tried to recruit my friend, who has a major in AGRICULTURE!!!  How in the heck is an AG major supposed to know what to do with my financial net worth?!!!!!  They openly say "no experience necessary," so I should have known what I was getting into.  I was young.  I was dumb.  Now I'm pi$$ed.  I, along with thousands of other customers am now part of a class action LAWSUIT against Ameriprise for faulty practices and selling financial plans not personalized to the individual client, but were sold in the best interest of the advisor because the commission rates were higher.If you choose Ameriprise (by gawd, DON'T!!), request...no, DEMAND an advisor with a degreed background in finance, investing, etc.  You should demand they have an MBA or at least several certifications.  If they don't have such qualified staff, that's probably because qualified individuals know better than to work for this company. But honestly, you're better off going with someone you know personally or can trust based on true reviews.


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