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    Excelsior Financial Group

    5.0 (1 review)
    Open 9:00 am - 5:00 pm

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    Services - Excelsior Financial Group

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    I am writing this review due to the large number of very low review that I have seen about…read moreRiverSource. In August 2023 my step-father went into a memory care facility and the price was unbelievably high. He had a RiverSource long-term care policy...so we immediately started reading online reviews. It wasn't pretty. We were expecting the absolute worst from them based on what people had written. It is now over nine months later and RiverSource has been the exact opposite of what I had read in so many reviews. They answer their phone when I call. They help with anything I don't understand. They give clear explanations of their claim processes. They have paid every single dollar we have expected...never paying late. They didn't try to delay or or deny. Quite the opposite in fact. I couldn't be more glad to give them a great rating. RiverSource has been absolutely awesome. I say this having spoken with their customer service many times...and mailing/faxing forms. RiverSource has processes that must be followed...and the processes are very reasonable. Not once have I had the slightest problem...and they have consistently paid every monthly invoice for the memory care facility. I'm sure there are reasons for all these poor reviews, but my experience with them has been great each time. -Tom J 5/28/2024

    This was sold to us by our financial advisor. It is an incredible rip off and cost us a lot of…read moremoney before we figured out it was a waste. All total between myself, my husband and son it was a loss of thousands and thousands of hard earned dollars. Do your homework and choose a different platform.

    Excelsior Financial Group - taxservices - Updated August 2026

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