“Great company. Top notch financial planning. I know Robert personally and he is a wonderful gentleman!!“
“We originally started working with Chris because we wanted someone who was more on top of things. Our investments weren’t losing money but they weren’t really making much either. My husband works with Chris’ wife, so we met with him and just really liked him. Chris is very informed, trustworthy, professional, and up-to-date on the market. He's helped us save for retirement. He always calls us to keep us informed on what’s going on with our account if there are any changes. We trust him and always recommend him to our friends.Please copy and paste your approved testimonial to Chris’ Facebook page and Google My Business profile at the links below. Due to regulations we unfortunately aren't allowed to post for you to certain platforms.“
“Consolidated my investments 4 months ago to Ameriprise and have already had more interactions with Jeff Taylor and his team than I did the last 25 years with Fidelity, Merrill Lynch, and UBS. Great customer service, friendly team, great returns. I finally feel like my money is properly invested!“
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