Ameriprise Financial - Whitney & Associates

The initial meeting was enlightening.  We are both wishing that we would have consulted with a financial advisor sooner.  Cheryl helped us set realistic goals.  Her genuine concern and interest in our financial well-being assured us that we are in the right spot.  We can view our account on-line, and anytime I have called in, her staff has been very helpful.  Our next step will be to talk to her about estate planning, which I never knew was so important.  Cheryl is really helping us to become financially responsible so we can look out for our own future and that of our children.  I would highly recommend.