Brian Lillis - Private Wealth Advisor, Ameriprise Financial Services, LLC
About the Business
Brian Lillis - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3860 Race Road, Cincinnati, Ohio, United States, is a finance institution offering a range of specialized certifications and designations to ensure top-notch financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, clients can trust in the expertise and ethical standards of the advisors. From estate planning to investment management, retirement planning to risk management, the team at Brian Lillis - Private Wealth Advisor is equipped to handle a variety of financial needs. Additionally, designations such as CAS®, CASL®, and Certified Divorce Financial Analyst showcase the institution's commitment to providing tailored financial solutions for every client. Whether you are looking for comprehensive estate planning or specialized advice on annuities, the team at Brian Lillis - Private Wealth Advisor has the knowledge and experience to guide you through your financial journey.
Photos
Location & Phone number
3860 Race Rd Ste 204, Cincinnati, OH 45211, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Exceptional service."
"Working with Brian and his team is such a pleasure. Planning for retirement can be stressful, but Brian puts you at ease with enormous positivity. I know that I can reach out at any time with any questions or concerns that I may have and I can always count on a quick response. Brian and his team genuinely care about me and my financial security. I know they are always looking out for me! I would highly recommend this group to anyone looking to secure their future."
"Amazing man to work with. Makes sure you have all the information you need to make the best choices for you and your family. Always checking in and making sure I am up to date on my information. I love to events he puts together as well. Always informative and fun! Such a caring group to work with. Always prompt to answer questions and return calls. Highly recommend working with him."
"I had a very poor experience with Brian Lillis. He is impossible to get ahold of and gives minimal information - very sneaky. Even after I shared that they had the wrong name and address on my account, they continued to send my financial information to the incorrect address. Additionally, while kind, his wife and secretary, asked invasive questions about my extended family, of which she heard through the gossip mills, which I found very unprofessional."
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