financial planners.

American Express Financial Advisors

47% like it

Based on 15 votes

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Listing	American Express Financial Advisors Local (415) 288-7320 180 Montgomery St Ste 2480 San Francisco, CA 94104 http://www.americanexpress.com
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User Reviews of American Express Financial Advisors

Yelp.com Review - by Ronald L.

1.0 of 5 stars. Ameriprise is good for taking me out to lunch. I think I went to lunch with them about 6 times now. Ive even met the girl Jennifer that everyone talks about on here...I think Ive gone to lunch with…
yelp.com - user review - 08/26/2008
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Yelp.com Review - by Ace S.

5.0 of 5 stars. Zana Lugo is a great financial advisor. She has helped me and my mother. She is always available when we call her. She does yearly follow up meetings to make sure the financial plan is on track. I…
yelp.com - user review - 08/24/2008
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Yelp.com Review - by shane D.

1.0 of 5 stars. Im a client of jennifer Oschner too...she's a one huge girl with one small little brain. I only hired her to see what she had to offer as the initial idea of the planning wasnt bad. However…
yelp.com - user review - 08/23/2008
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Yelp.com Review - by Raoul D.

1.0 of 5 stars. Signed up with Ameriprise about a year ago. Since then, two of my financial advisors have quit, I've had three unauthorized transfers from my bank account that I've had to dispute with my bank, I've…
yelp.com - user review - 05/19/2008
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Yelp.com Review - by Mari C.

1.0 of 5 stars. Beware beware beware. Going to Ameriprise for financial planning is like meeting with Coca-cola to ask for nutritional advice. We were looking for education and help in financial management and…
yelp.com - user review - 03/15/2008
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Yelp.com Review - by Rona F.

2.0 of 5 stars. Very overpriced financial 'advisors' that seem to have high turnover, try to sell you products that are subpar and expensive, and which you don't need! I was sold a 'savings account' that was supposed…
yelp.com - user review - 02/19/2008
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Yelp.com Review - by Christy L.

5.0 of 5 stars. I'm really shocked when I read some of the reviews on here, wondering if they're even talking about the same Ameriprise that I go to... I have had nothing but positive experience with Ameriprise. My…
yelp.com - user review - 01/11/2008
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Yelp.com Review - by Maryann H.

5.0 of 5 stars. If you're in the market for solid and creative financial advice, contact Mark Anthony Porter, CSA, at Ameriprise Financial. With offices located in the heart of the financial district, Mark is an…
yelp.com - user review - 10/03/2007
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Yelp.com Review - by SF N.

1.0 of 5 stars. Do not hire an advisor at Ameriprise. (Unless you are just looking to buy life insurance!) Don't be fooled by the candy and snacks in the lobby.
yelp.com - user review - 07/05/2007
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Yelp.com Review - by Dana B.

1.0 of 5 stars. My husband and I signed up last year for a one year service contract. We met with our broker many times between last June and this June. and he was really helpful and interested in providing us…
yelp.com - user review - 07/03/2007
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Yelp.com Review - by mac m.

4.0 of 5 stars. My boyfriend and I are rather new to Ameriprise, so I can't speak about the company as a whole, so this review is about our particular advisor. Karl C. von Brockdorff. Karl is fairly new to the…
yelp.com - user review - 06/14/2007
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Yelp.com Review - by Janice Y.

2.0 of 5 stars. Last year my fiance and I signed on with an advisor from Ameriprise for 1-year service because I thought that we really needed some help with our financial planning. For the first 2 to 3 months we met…
yelp.com - user review - 06/05/2007
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Yelp.com Review - by Gretchen P.

5.0 of 5 stars. Whether your financial goal is to get out of debt, invest, or buy a house in 5 years, Ameriprise is your best bet. I actually learned of their services through CostCo of all places--if you are a…
yelp.com - user review - 01/05/2006
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Yelp.com Review - by Mary C.

5.0 of 5 stars. Talk to Eric Lahtinen, Sr Financial Advisor eric.n.lahtinen@aexp.com Ph: 415-989-0796. He's friendly, professional, and not pushy.
yelp.com - user review - 10/20/2004
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Yelp.com Review - by Phil K.

5.0 of 5 stars. Eric Lahtinen eric.n.lahtinen@aexp.com Sr Financial Adv, American Express Ph: 415-989-0796 Visits eBay frequently!
yelp.com - user review - 10/13/2004
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