Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC - Novato, California

Address: 7250 Redwood Blvd Suite 300, Novato, CA 94945.
Phone: 57771717.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC

☎️57771717

Profile of Troy Evans - Financial Advisor at Ameriprise Financial Services, LLC

Troy Evans is a knowledgeable Financial Advisor working at Ameriprise Financial Services, LLC, located at 7250 Redwood Blvd Suite 300, Novato, CA 94945. If you're in the market for expert financial guidance, Troy's services are definitely worth considering. You can reach him directly at 57771717. Troy's professional web presence can be found at ameripriseadvisors.com, where you can learn more about his expertise and services.

As a Financial Planner and Investment Service provider, Troy specializes in creating personalized financial plans tailored to meet individual client needs. His range of services includes comprehensive financial planning and investment services, aiming to help clients achieve their financial goals through informed and strategic decision-making.

For those seeking Troy's expertise, there are several points of interest to note. Clients have the convenience of online appointments, ensuring they can schedule meetings at their convenience. For those who prefer or require face-to-face meetings, onsite services are also available. The office is equipped with wheelchair accessible parking lot, wheelchair accessible seating, and a restroom, making it accessible for everyone. However, it's recommended to schedule appointments in advance to ensure a smooth experience.

Despite Troy's valuable services, there's a notable aspect to consider regarding customer satisfaction. As of the latest review on Google My Business, Ameriprise, where Troy works, has received only 1 review, with an average opinion of 1 out of 5. This average rating suggests potential areas for improvement in customer service or satisfaction.

If you're looking for professional financial advice but are unsure about Troy Evans's effectiveness, it's crucial to weigh your options carefully. While Ameriprise Financial Services, LLC offers a range of financial services and facilities, the low average opinion might prompt you to seek additional reviews or consider other advisors with higher customer satisfaction rates.

👍 Reviews of Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC

Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC - Novato, California

S S.

1/5

Troy Evans of Ameriprise did a great job pretending to be my "financial planner," when he wanted me to buy his investments, but when they went bad and my financial life was in ruins, he simply stopped working for me.

Like some others, I got really lucky with a stock that I had through a work situation. Because I was now a single "at home" mom, raising two children alone, I thought that Troy could manage my assets, which (as he said) were enough to live on for the rest of my life if I planned correctly. I went to Troy hoping to divest myself of some of my "risky" stock and reinvest in a diversified portfolio that would earn me money and keep me safe financially. This didn't happen.

In short, Troy took my money, put it in completely risky investments (google Inland American REIT, which I still can't get out of eight years later) and then didn't do another thing for me except sell his bad investments. He lied to me about Inland American, saying I shouldn't worry about the paperwork that said it could be a very long-term investment. When I called him worried about my investments just prior to the crash, he told me it was novice investor jitters and that I should just hold tight. When I called and asked if I should have the kids' college money in a 529 plan or some other safer investment tool, he said no, that he thought it would do much better with him.

What I didn't know was that Troy wasn't really developing the best financial plan for me. He was developing a financial plan that would make him money. He put me in more risky investments, that did fine for a short time and then dumped my original investment to about 2/3 of its original value. This might have been ok, if I wasn't living off of the money and didn't have kids headed to college, but this wasn't the case. Troy had simply hadn't built the right protections into place. ( Ironically, if I had held on to my "risky" stock instead of investing with Troy, I would have almost tripled my original investment by now and would have no financial concerns.)

Even worse, after he lost this chunk of money, Troy just stopped working on my account. He was still charming and personable on the phone, but when I asked for my financial plans, he couldn't find them. When I wanted him to transfer money to a Roth IRA at the end of the year, he couldn't be found. When I wanted him to re-do my financial plan and re-balance my portfolio, he made up one excuse after another about why he couldn't do it. When I called him during ski season, he was always on the slopes. While my financial life was falling apart, he seemed to be doing great. I talked to another friend who had had the same experience with him. What we didn't know then was that he had apparently gotten some business with employees from Genentech and didn't need to bother with his old clients now that he had his next cash cow. Nice guy.

If you need your money, don't trust Troy Evans of Ameriprise.