Ameriprise Financial Advisors – Martinez & Associates

I have been working with David, Mandy, and Hilda for at least 10 years! Researched this team every way possible. Has had the highest performance results inside Ameriprise a couple of times. Obviously results is most important to me, followed by Integrity which is huge with me. They have both!!!
I enjoy the analytical approach and the willingness to say I don’t know and then will research the topic. The guidence has been excellent on every topic. I have no regrets for any decision that we have made.
I started small a decade ago with my kids college funds. They produced results and earned my trust. I have been confident in them for many years and so I pulled out my corporate 401k, stock options, and other investments and put them all in the hands of this team years back with no regrets!
I have desired to pull very large amounts of cash out quickly to sieze immediate opportunities. David, Mandy, and Hilda worked together rapidy and wired out now on two different occasions for me on the same day requested with very little notice.