Tampa Bay
Kathleen Merriman - Financial Advisor, Ameriprise Financial Services, LLC
36.84
36.84
Overview
Explore Ameriprise financial advisors in District Of Columbia and receive helpful planning and retirement investment advice near you in DC.
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Wheelchair accessible entrance
Onsite services
Online appointments
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This location is a great choice for those seeking expert financial guidance. The team, led by Kathleen Merriman, is very knowledgeable and provides excellent advice on investments, retirement planning, and more. They take the time to understand clients' needs and offer personalized solutions.The location is easily accessible and offers convenient service options, including onsite and online appointments. This makes it easy for clients to fit financial planning into their busy schedules.The quality of service is top-notch, with prompt and efficient communication. Clients rave about Kathleen's ability to explain complex financial concepts in a clear and concise manner, making her a valuable resource for those seeking financial guidance.One area for improvement is the potential for a more streamlined process, as some clients mentioned that they had to wait a bit to get started with their financial plans. However, this did not seem to detract from the overall experience, and the team's dedication to helping clients achieve their financial goals is evident.Overall, this location is a great choice for those seeking reliable and expert financial advice. With its convenient location, knowledgeable team, and excellent service, it's a great place to start building a secure financial future.
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