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Reviews for Associated Wealth Management

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  • April 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... read full review

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    Associated Wealth Management

    200 N Adams St, Green Bay

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