Scheller Ron

★★★★☆

About Scheller Ron

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  • Financial Planners
4.0 1
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I should have selected a financial adviser a long time ago. I didn't know how to select one and never bothered to find out wherer to go to.

Well, finaly I contacted American Express - a big company with a a good reputation. They gave me the contact details for Ameriprise here in Bend. (They have changed their name to Ameriprise)

The initial contact was very friendly and I was able to get started with an advisor within a few days. A very friendly fellow who is looking forward and not lecturing me about what I should have done. Of course only time will tell if their strategies are good, but my gut feeling tells me that these guys are honest.

If you have no financial plan in place - this is the place to go. Yes, they charge some good dollars, but they are also delivering.

PROS: Finally a serious but friendly place to obtain advice in financial matters
CONS: They do not come cheap

4
★★★★☆

I should have selected a financial adviser a long time ago. I didn't know how to select one and never bothered to find out wherer to go to.

Well, finaly I contacted American Express - a big company with a a good reputation. They gave me the contact details for Ameriprise here in Bend. (They have changed their name to Ameriprise)

The initial contact was very friendly and I was able to get started with an advisor within a few days. A very friendly fellow who is looking forward and not lecturing me about what I should have done. Of course only time will tell if their strategies are good, but my gut feeling tells me that these guys are honest.

If you have no financial plan in place - this is the place to go. Yes, they charge some good dollars, but they are also delivering.

PROS: Finally a serious but friendly place to obtain advice in financial matters
CONS: They do not come cheap

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