Russ Jacobs - Financial Advisor, Ameriprise Financial Services, LLC - Bonsall, California

Russ Jacobs es un asesor financiero de Ameriprise Financial Services, LLC, con sede en Bonsall, CA 92003, Estados Unidos. Su dirección es 5256 S Mission Rd Ste 301. Puede contactarlo al tel: 7603309477 o visite su sitio web en ameripriseadvisors.com.

Como asesor financiero, Russ Jacobs ofrece servicios de planificación financiera y asesoramiento de inversión. Su experiencia y conocimiento en el sector financiero lo hacen un recurso valioso para aquellos que buscan orientación en sus decisiones financieras.

Especialidades

• Financial planner
• Investment service

Russ Jacobs y su equipo en Ameriprise Financial Services, LLC están comprometidos a brindar servicios de alta calidad a sus clientes. Sus servicios incluyen online appointments, on-site services, wheelchair-accessible car park, wheelchair-accessible seating, wheelchair-accessible toilet y toilet. Los clientes recomiendan hacer una cita con ellos para obtener más información.

Opiniones

Esta empresa tiene 15 opiniones en Google My Business.

La opinión media es 5/5.

👍 Reviews of Russ Jacobs - Financial Advisor, Ameriprise Financial Services, LLC

Monsoon B.

5/5

Very helpful adviser. He has very good instincts and understands the economic conditions. Any time I have a question about insurance, taxes, trusts or investing, he either has the answer or he gives me the name and number of someone really helpful. His office is casual and it is right next door to the Peking Wok in Bonsall. I just stop by anytime I have to talk to him when I am at the Grocery store or before a lunch with friends. They really care about their clients and they know lots of ways to make your life easier. Russ is always getting alerts on his phone about the latest economic news and calls me regularly with new ideas on good investments and mostly they turn out to be good investments. I am really happy to have him looking after my money.

Sandra S.

5/5

My husband and I found Russ on the internet after looking at Ameriprise Financial in Bonsall.
From the meet and greet on out, we know we have found a true jewel.
Russ is extremely approachable, highly competent and always looking out after his client’s interests as a result of an exploratory interview.
His recommendations have simplified our portfolio while achieving a higher yield from all our accounts.
Russ is very available and open about our questions and has consistently followed up on every question and concern we’ve ever had.
We are very pleased with Russ’s services and feel he is part of our family.

Jane D.

5/5

Russ has been handling and growing my portfolio for 6 years and his instincts, advice, approach, and intelligence has been invaluable. During these years, we have seen a volatile market and he has guided me to keep my portfolio improving and has also protected it during the lean times. I have come to value him, his advice and his expertise in managing my money.

Brian B.

5/5

Russ has given my wife and I sound advice over the years, and he stays in contact with us regarding market changes and fluctuations, portfolio worth, breakdown scenarios of our retirement dates and goals, and what this all means within our portfolio.
If you are like me you watch your assets closely and his performance with what he works with has been highly satisfactory.
Recommended.

Holly B.

5/5

My Family's trust & now I have used Mr. Jacob's sound financial advice for years! His customer service is exemplary & he is always available for communication which is a must. He and his staff are warm & friendly on the phone or in person, & I appreciate ALL the extras he has helped me with!
Finances & investments can be intimidating & I know I can count on Russ Jacobs!

Mariela

5/5

This is my first account with a financial advisor and after hearing so many negativities I found Russ Jacobs, he was refer to me by a friend and I am very happy with him. He responds to my emails, phone calls and explains on details how to pick investments strategies based on age.. Russ is a very honest and helpful person and appreciate all his help. Thanks Edward Jones for Russ Jacobs

Marie S.

5/5

Russ has been steadfast in keeping us informed and has provided us in-depth analysis so we can make the best possible decisions in investing our money. His expertise has really helped us grow our investments in a steady way.

Peter A.

5/5

A couple of years ago I met Russ for the first time. He seemed to be my type of broker.
The sign on his door always said "come in."
I entrusted half of my Retirement Account with him and was very pleased.
This year I gave him the other half. Russ is deserving of my trust and I would certainly recommend him to you.