Knowledgeable, ethical and professional. They Taylor their strategy to your needs. Highly recommend.read more

I brought a friend into his office a few years ago to see if he could assist her in handling her…read moreportfolio. What I learned about him is: He has a short fuse. He loves to talk about himself. When you're talking to him, his mind is out on the golf course. But I suppose the larger the portfolio, the better his attention span.

Their banking transfer process is not as advertised. They state 3 days to set up and I'm already…read morewaiting after a week has gone by with no results. I had to place several calls and request help from a supervisor who finally resolved it on her own. Their normal process failed in this case.

Called Ameriprise Friday Oct 11, 2024 to request our annual withdrawal. Was told I needed to call…read moreback after the 13th. So I called back on Monday the 14th, was told by an associate that my funds is this amount and it should be in our account in 3 to 5 business days. It was our regular amount that we always receive and have been for the past 8 years. Later Monday after I electronically signed a document and sent it back, someone left a message that I could not receive my funds. I called back Monday afternoon and ask what was going on? Was told the funds I got a few months earlier (after it was offered to us, and we asked if it would affect our annual payment in a few months, and was told NO it would not) would affect our annual payment, and lower it! I said fine send me whatever it is. So, 3-5 business days would have been Tuesday Oct 22, 2024. Close to the end of business on Tuesday, I called and I talked to the same person from last Monday, I recognized her voice, but she didn't say we talked! After 45 minutes of waiting for 1 department or another I am told it is going to be another 2 to 3 business days to receive our funds! I don't know what they are doing there but their customer service really needs to improve, I was hung up on, on that call on Monday. I asked her to check the recordings of what was told to us months ago, that they say they are going to record for confirmation and training, but she never did check! I requested to speak to a Manager, and was told she was in a meeting and will call me. That was yesterday (Tuesday) still have not heard from the Manager! Lets see if we get our funds tomorrow (Thursday) like they told me. They hold on to your money and don't want to give it up! I am pulling all of our funds out of their hands as soon as I can!! They tell you one thing and then do another, and 1 department doesn't know what the other department is doing, when something goes wrong they always blame it on the other department! Bad Business... Still waiting for the Managers call...

Neil answered the phone and I was looking for a financial advisor. I had the wrong information, as…read moreNeil is apparently not an advisor. I asked him what he did, and he said, "none of your f*cking business" and then hung up on me. Extremely unprofessional and downright mean. I would NEVER seek out ANY type of services from such a rude and disrespectful "professional."

Yeah that was disappointing, I take my time to go out of my day to try the Minneapolis location as…read morethe other locations are equally annoying to get to. Comes to find out branch is full of workers looking down at their phones, not inviting, oh don't have quarters, only reason I came in today. I appreciate maybe offering me solution instead of just going "no". switching banks because I'm done with dealing with their shit.

Not only do they not have quarters to be dispensed at their Machine Tellers, they also DO NOT have…read more$10 bills. Specifically wanted a $10 bill and the Teller tells me that it's not possible after I already signed my name to authorize a withdrawal. Then he hung up on me without even confirming that my withdrawal was cancelled due to them unable to provide a $10 dollar bill! Since he did not confirm that he cancelled the withdrawal, for all I know, he could be stealing $10 from my account! I'll have to keep an eye on my account to make sure he didn't steal from me. Also, they only employ 1 live human being at this location during lunch hour. This means you're gonna have to wait 30 minutes - 45 minutes in line before you can get any help from the human. I'm really thinking of just closing my Wings account and moving over to Affinity Plus credit union instead at this point.

My husband and I just wrapped up working with Bill and we feel so empowered by what we learned…read more Bill is professional, approachable and knowledgeable. He presented information to us in ways that were easy to understand and comprehend. He sparked several conversations for us about both our short term and long term goals and we have started taking steps he suggested that will guide us through our finances for the next 40 years. We can't recommend Bill enough and we are looking forward to continuing to work with him for the next several years.

From the owner: As a partner at Trailhead Planners, Bill Mulvahill CFP®, CPA provides holistic, tax-focused…read morefinancial planning to help clients organize, grow and protect their assets through life's transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

refusal to honor terms in disability waiver. will not acept VA (federal government…read moreforms) 100% permanent and total disability certification as proof. Will not accept Wisconsin Department of Veterans Affairs (WDVA) certification of 100% permanent and total disability. have constantly lied about what is in the contract. Refused to offer a electronic way to submit waiver then claimed they lost it after reciving it certified and then sudenly they could recive it electronicly.

This was once (long ago) a "Christian based financial institution" - but after an internal shakeup…read more- they are now just another all-but-secular financial institution. If you experience mediocrity with this "lip service" bunch, consider yourself lucky. We went from responsive representatives to a revolving door of faceless nameless drones who were no help at all. High expense + poor yield + aggressive sales = mediocre scheme. Considering how many reputable financial planning and investment businesses are out there, why anyone would settle for this dreck is a wonderment.