Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC
2024 West Henrietta Road, Rochester, NY 14623
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2024 W Henrietta Rd #3b, Rochester, NY 14623, United States
About the Business
Carol J Sutter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Carol is dedicated to providing expert advice and guidance on investment strategies, retirement planning, estate planning, and more. As a Certified Divorce Financial Analyst and a Certified Estate Planner™, Carol specializes in helping clients navigate complex financial situations with compassion and expertise. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Carol J Sutter is committed to helping you achieve your financial goals.
Reviews
"She was not a good match for us. Carol was not very interested in answering our questions over time. Evidently our questions were too great and took too long. Our first meeting was 2 hours, as we were trying to get questions answered. When I called the second time to try to get and set up an appointment, she thwarted that quickly and held a phone conference with me. One in which she told me that she was a retirement planner and there was an added fee for this service. Not only is she getting paid via our money in Ameriprise, but the retirement planning has an added fee. She's towards the end of her career and it is of my opinion that she feels she can weed out the clients she deems as "high maintenance." I am not one to write reviews. Yet I felt it necessary to let others know if you are ok with paying for an added retirement planning service and are able to limit your questions, you'll be a great match."
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