Reviews of Inspired Capital - Ameriprise Financial Services, Inc. (Financial Consultant)

Dana Stone

This group has IT! I decided to transfer my portfolio to Inspired Capital after a recommendation from a family member. The company has what I've heard referred to as a "value added quality." I believe it's important to have a relationship with the people managing my money. Inspired Capital went the extra mile for me yesterday even though I was an hour late for the appointment due to a time mix up, and frazzled from the 20 mile trip to the office. I was immediately set at ease by Adam, and then out walked Russ, grinning like a leprechaun. We proceeded to visit in Hannah's office and talk about dogs for a few minutes which was great fun. I appreciated that I didn't feel rushed or pressured, and that time was taken to explain in detail what would happen. They were professional, witty, engaging, and offered great coffee! This group has a sharp marketing model, which includes a Puppy Day at a local park where staff and clients gather to socialize with their dogs. I'm glad to be "part of the family" and feel that I made four new friends. Thank you, Adam, Russ, Anna, Talon, and Hannah. Looking forward to May 18th!

Dana Stone

This group has IT! I decided to transfer my portfolio to Inspired Capital after a recommendation from a family member. The company has what I've heard referred to as a "value added quality." I believe it's important to have a relationship with the people managing my money. Inspired Capital went the extra mile for me yesterday even though I was an hour late for the appointment due to a time mix up, and frazzled from the 20 mile trip to the office. I was immediately set at ease by Adam, and then out walked Russ, grinning like a leprechaun. We proceeded to visit in Hannah's office and talk about dogs for a few minutes which was great fun. I appreciated that I didn't feel rushed or pressured, and that time was taken to explain in detail what would happen. They were professional, witty, engaging, and offered great coffee! This group has a sharp marketing model, which includes a Puppy Day at a local park where staff and clients gather to socialize with their dogs. I'm glad to be "part of the family" and feel that I made four new friends. Thank you, Adam, Russ, Anna, Talon, and Hannah. Looking forward to May 18th!