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Reviews
5.01 Reviews
Showing 1-1 of 1 reviews
Vanessa D.
08/2007
financial advisor
 + -1 moreBonny helped me move comfortably into retirement. The financial assessment process is quite tedious, but necessary. In 2001, she helped me identify my retirement goals and put together a financial plan to help me achieve those goals. I retired in 2002. She is still my financial advisor and several of my friends have availed themselves to her services. She does not hesitate to point out when I've fallen off the path. During our annual meetings she does a full review of my portfolio, goals, plans, etc. She re-balances and makes adjustments to my portfolio, as needed. She checks on me regularly and sends info periodically to keep me informed of relevant financial issues. She is knowledgeable, experienced, professional, thorough, and friendly.
Description of Work: Complete financial assessment, development of financial plan that facilitated my early retirement, management of retirement assets.
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Yes, I recommend this pro
$600
Contact information
7711 BELLE POINT DR, Greenbelt, MD 20770
www.ameriprise.comService hours
Monday:
9:00 AM - 6:00 PMTuesday:
9:00 AM - 6:00 PMWednesday:
9:00 AM - 6:00 PMThursday:
9:00 AM - 6:00 PMFriday:
9:00 AM - 6:00 PMLicensing
Insured
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Service Categories
Financial Planning,
Insurance Agencies,
Mortgage Companies
FAQ
AMERIPRISE FINANCIAL is currently rated 5 overall out of 5.
Monday: 9:00 AM - 6:00 PM
Tuesday: 9:00 AM - 6:00 PM
Wednesday: 9:00 AM - 6:00 PM
Thursday: 9:00 AM - 6:00 PM
Friday: 9:00 AM - 6:00 PM
AMERIPRISE FINANCIAL accepts the following forms of payment: American Express,Check
No, AMERIPRISE FINANCIAL does not offer free project estimates.
No, AMERIPRISE FINANCIAL does not offer eco-friendly accreditations.
No, AMERIPRISE FINANCIAL does not offer a senior discount.
No, AMERIPRISE FINANCIAL does not offer emergency services.
No, AMERIPRISE FINANCIAL does not offer warranties.
AMERIPRISE FINANCIAL offers the following services: FINANCIAL PLANNING, INVESTMENT PLANNING, ESTATE & COLLEGE PLANNING. MUTUAL FUNDS, IRAS, ANNUITIES, CERTIFICATES, STOCKS & BONDS, INSURANCE & BANKING. HOME LENDING.
Contact information
7711 BELLE POINT DR, Greenbelt, MD 20770
www.ameriprise.comService hours
Monday:
9:00 AM - 6:00 PMTuesday:
9:00 AM - 6:00 PMWednesday:
9:00 AM - 6:00 PMThursday:
9:00 AM - 6:00 PMFriday:
9:00 AM - 6:00 PM