Michelle Alberda – Ameriprise Financial Advisor

Michelle was HAPPY/​UNEMBARRASSED to report to me 2% fee on 3% ROI in year when market performing well above average ((2013÷2014). It had something to do with her «investment philosophy». Comparatively, Portfolio at Fidelity earning excess of 12% with 2% fee. — same year. Michelle is a nice salesperson but advisor –not for me – I’m a middle class ($ 600K) investor. Honestly, I was afraid to keep my money with her and withdrew after a year of high fees/​low return/​minimal service. I expect growth in growth environment — my bad I guess

My hubby and I finally started to think about planning for our financial future last year. We found Michelle through a referral after interviewing 3 other financial advisors. I can honestly say, a year later, that we made the absolute right decision! Michelle takes a holistic approach to your finances. She’s not just trying to sell you investments. She had a frank discussion with us about our household budget (or at the time, lack of one). She thoroughly reviewed our current state of affairs, and helped us make decisions about how to maximize what we have and plan for our future. It is SUCH a huge relief to have her on our side. We are in a much better financial position than we were a year ago, and that is in great part to Michelle’s advice and guidance.

Michelle is amazing. She is the best in town. She takes time to really help understand your financial goals and ways to reach them. After having a baby recently my husband and I decided we need to become grown ups and become more fiscally responsible. Michelle has guided us to help make that happen!

I’d like to second the positive reviews already posted here — Michelle and Gene are so helpful and patient! I needed help consolidating my 401ks from previous jobs, but didn’t have the slightest clue what to do with them. Michelle walked me through all the options and explained her recommendation for me, and Gene sat with me through numerous phone calls, tracking down all the appropriate information from my old accounts and filling out the paperwork to get everything transferred. I can’t thank them enough for the relief I feel getting that taken care of, and I know I’m in good hands moving forward.

I met with Michelle a couple of months ago to discuss 401k rollover, savings and general financial well-​being. She was incredibly helpful, knowledgeable, insightful and most of all patient. Finances, stocks, mutual funds, etc. are not my forte, but they are Michelle’s. While I am a little away from being able to take advantage of her services, she has set me on a healthy plan to saving/​debt management. If you are looking for a financial advisor who will listen to your goals and map out the road to get there, I highly recommend Michelle.

If you don’t have someone advising you on your personal financial strategy, go to Michelle and Gene. I can’t recommend her practice highly enough. Been working with her for 5+ years and am 100% satisfied with her services. Her approach is so much more than advising about investments; it enables you to be confident and comfortable that the decisions you make move you towards your financial and life goals.