1 avis sur Lisa Mulcare – Ameriprise Financial Advisor
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Steve T.
Évaluation du lieu : 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.