Financial Planners in Houston, TX

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Helpful Reviews 
George Joe Kurka - Ameriprise Financial Services, Inc.
Earle B. rated

Jeffrey Vanover's email footer includes:"Ask me how the Confident Retirement® approach can help you meet your future with confidence."He has left me anything but confident. We had a good plan worked out but he switched it on me. Now I'm retired and find that my foundation account had been changed to over 77% high-risk items from the muni bond funds we agreed on. He gave me a 31% loss in two months a high-risk oil stock.What he had done was schedule a lunch meeting with me, show up half an hour late, and ask me to sign some forms. Being in a hurry to get back to the office (I worked for a few more months) I foolishly trusted him when he said it was just a internal thing to give him more freedom in managing the account. As I drove off I thought it was funny he hadn't given me a copy. But certainly I could trust Jeffrey. That cost me $4,300 last year and more this year.I asked Ameriprise if they had a process for dealing with problem agents. They offered to refer me to another.