Associated Wealth Management

Apr 2024

I did just recently close my account here to consolidate my finances at Ameriprise. I had a CD reach come due so I had to call in, the day of, to keep my money from being put back in for another six months. This isn't a feature I care for (having to call the day of, not before) so I was eager to have this taken care of. This is when I learned I also had to come in to sign for this. At first the representative on the phone could not fit me in at a location for an appointment to sign this form. This was irritating to me because I was never told I would have to sign anything until that day in the first place. I also had to work that day and wanted this action completed immediately so I would not have to worry about it anymore. The representative knew I was irritated and was doing his best to resolve the situation. This was certainly appreciated. Finally he contacted Associated on N. Adams street in Green Bay and said Brad would assist me as soon as I could come in. Great! Indeed, Brad Hanold, the Branch Manager fit me in and took care of everything. Brad was professional and courteous. His personality was calming and his knowledge made the transaction smooth and effortless. I left satisfied and at ease. Thank you Brad Hanold for your help and professionalism. You are appreciated. Matthew Hinnendael