Reviews of Paul Bergman - Ameriprise Financial Services, Inc. (Financial Consultant)

4760 Red Bank Rd Ste 220, Cincinnati, OH 45227, United States

Average Rating:

DESCRIPTION

You will be able to see the opinions of real people who buy the products and services of Paul Bergman - Ameriprise Financial Services, Inc. (Financial Consultant) in Ohio area.

Nowadays this business receives a score of 1.0 out of 5 and this score has been based on 1 review.

As you can see it has an average rating is quite insufficient, but it is only founded on few feddbacks, so the evaluation is not too faithful.

You know that we don't usually bother to put opinions when they are good and we usually do it only if we've had a problem or incidence...

This Financial Consultant is classified in the category of Financial planner.

Where is Paul Bergman - Ameriprise Financial Services, Inc.?

REVIEWS OF Paul Bergman - Ameriprise Financial Services, Inc. IN Ohio

Kay Sloan

I feel that it's important for me to alert others to the experiences you may have with this Ameriprise advisor. During a time of national/global financial prosperity, my account lost over $20,000 (this was a couple of years ago). When I was called in to be informed of this, Mr. Bergman handed me someone else's financial disclosure statement, which I called to his attention immediately. Though this error does not wield the impact of losing over $20,000, it speaks to the carelessness of this company branch in Cincinnati. In addition, my own tax advisor warned me about the $1,000 fee I was charged annually for an hour-long "tax-planning" session, which is highly unusual. More unusual is that there was, essentially, NO tax plan, simply a hour-long conversation about my work and publications. Please take note of this if you're considering this company.

Kay Sloan

I feel that it's important for me to alert others to the experiences you may have with this Ameriprise advisor. During a time of national/global financial prosperity, my account lost over $20,000 (this was a couple of years ago). When I was called in to be informed of this, Mr. Bergman handed me someone else's financial disclosure statement, which I called to his attention immediately. Though this error does not wield the impact of losing over $20,000, it speaks to the carelessness of this company branch in Cincinnati. In addition, my own tax advisor warned me about the $1,000 fee I was charged annually for an hour-long "tax-planning" session, which is highly unusual. More unusual is that there was, essentially, NO tax plan, simply a hour-long conversation about my work and publications. Please take note of this if you're considering this company.

Business Hours of Paul Bergman - Ameriprise Financial Services, Inc. in Ohio

SUNDAY
CLOSED
MONDAY
8:30AM–5PM
TUESDAY
8:30AM–5PM
WEDNESDAY
8:30AM–5PM
THURSDAY
8:30AM–5PM
FRIDAY
8:30AM–5PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Paul Bergman - Ameriprise Financial Services, Inc. en Ohio
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