About us
Financial planner
Services we offer
Financial planning.
Amenities
Free Estimates
Yes
Accepted Payment Methods
- American Express
- Check
- Visa
- Discover
- MasterCard
Reviews
5.03 Reviews
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Showing 1-3 of 3 reviews
RANDY T.
Aug 2015
Financial Planning
unknown
Connie R.
Jul 2013
Financial Planning
They were knowledgeable and good at explaining.
Susan C.
Jul 2011
Financial Planning
Russell McLean was recommended to us by the head of my husband's company, who was himself a financial expert. Our criteria for choosing a financial advisor was excellence in three categories: integrity, expertise and service. Russ has consistently met or exceeded our expectations in all three categories for the past 7 years. We were not surprised to hear that Russ was named Five Star Wealth Manager, Overall Client Satisfaction, Portland Monthly Magazine, May 2011.
When we first met with Russ he asked us about our goals, level of risk and overall expectations. He is an excellent listener and communicator - able to explain complex financial concepts in lay terms when needed. Russ has never tried to sell us anything we did not need or suggested any transactions that would benefit his company goals over our personal goals.
Bottom line: In spite of the current recession, we expect to retire ahead of our original schedule.
When we first met with Russ he asked us about our goals, level of risk and overall expectations. He is an excellent listener and communicator - able to explain complex financial concepts in lay terms when needed. Russ has never tried to sell us anything we did not need or suggested any transactions that would benefit his company goals over our personal goals.
Bottom line: In spite of the current recession, we expect to retire ahead of our original schedule.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
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FAQ
Ameriprise Financial, Inc. is currently rated 5.0 overall out of 5.
Ameriprise Financial, Inc. accepts the following forms of payment: American Express, Check, Visa, Discover, MasterCard
Yes, Ameriprise Financial, Inc. offers free project estimates.
No, Ameriprise Financial, Inc. does not offer eco-friendly accreditations.
No, Ameriprise Financial, Inc. does not offer a senior discount.
No, Ameriprise Financial, Inc. does not offer emergency services.
No, Ameriprise Financial, Inc. does not offer warranties.
Ameriprise Financial, Inc. offers the following services: Financial planning.