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Review 12/9/2010
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Hi everyone
My wife and I started to invest our money with a company called Ameriprise. After a few years our financial advisor left or got terminated and our portfolio was not maintain, we try to find information on how to take care of our account but got nowhere. Few months later we received an invitation to an investment seminar, my wife and I assisted and kind of like the concept and sign for a follow up consultation. Tom Pendland was the agent assigned to us and discussed our retirement plan. He was very meticulously in explaining the program. Still my wife and I were skeptical after the bad experience we had with the other company but Tom was very patient and took us by the hand to create an strategy to suit our financial situation for almost a year, when we were able to sign up to the program. Three years later and wiser, my wife and I, are almost at the end of our strategy. For all those years Tom helped us not only with his financial product, but went out of his way to help us on other financial endeavors.
If you have any, any, any doubts on your financial goals I really recommend to take Tom’s advise, he is really a very ethical financial adviser and you can count on him when you have what I call “Financial Burden”
Thank you for taking the time to read our personal experience, and remember:
The long financial journey starts taking the 1st step with Tom’s advice and support.
Javier Fontal
A very satisfied customer
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