Lisa Mulcare – Ameriprise Financial Advisor

Edina, Estados Unidos

5

1 avaliação

Contatos

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Telefone
+1 952-300-2310
Site:
www.ameripriseadvisors.com
Endereço:
3600 Minnesota Dr Ste 550, Edina, MN, 55435
Paradas e estações próximas de transporte público:
150 mMinnesota Dr
160 mFrance Av S
300 m76 St / Minnesota
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Hoje

Hoje –
Horário local (Edina) 18:14 segunda-feira, 23 de junho de 2025

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1 avaliação para Lisa Mulcare – Ameriprise Financial Advisor

Não exige registro
Classificação do local: 5
Saint Paul, MN
After getting bounced around by multiple advisers, we ended up with Lisa about seven years ago.
She is extremely personable but also serious in regards to her clients sticking to their game plan.
We also like the fact that she is a fee based practice vs someone trying to go for the commission. The bottom line is that if we are making money, she is making money.
She is also honest in the fact that when she says we don’t need something (insurance wise) or when we should allocate money around because when we are X age, we don’t get dinged.
My only wish is we were working with her from the start.