Stoutheart Financial Group - Ameriprise Financial Services, LLC

"My family began working with Stoutheard when it was founded. We've watched it grow over the past decades into a successful, second-generation organization with a full staff and many clients. Our modest finances have done well over time, but even more important to us is what has made Stoutheart stand out right from the start: its commitment to understanding each client's individual values and priorities so that our investments can be tailored to line up with our lives, needs, and preferences. They've seen us through loss of family members and other life changes, so for me they are much more than just an investment firm."

"We have been with stoutheart for many many years starting with Richard and Lori and now Evan. Always there to help in any way. Got us to retirement and taking trips etc. Could never ask for a better group of people to work with."

"I have had Stoutheart handle all of my finances for 2 years now and the help they have given me has been a godsend. Incredibly honest and very easy to work with. Finances can be boring and tricky, so it’s nice to have someone in your corner to help make sense of it all. Emma and Dustin just get stuff done!"

"We have worked with Stoutheart for over 20 years. Richard, Lori, Dustin and Emma guided us into retirement at 62 & 64 years old. Professional and successful advice through all market conditions and life stages. We continue to meet quarterly for updates and recommendations. We have NO financial worries and a comfortable lifestyle with some travel. This all reflects Stoutheart's focus on long-term results - trust them through the market downturns!!"

"I've had the pleasure of working with Lori, Dustin, Evan, and their newest team member Conner. From my first hand experience, their level of service and communication is off the charts. They are all very professional and show a passion for what they do. No situation is too extreme for them. They have tools and resources to address any situation whether it be tax issues, divorces, or sound financial investment advice. They are a hometown group that you can trust. I would definitely recommend them to my friends and family. Great job everyone!"