Daniel Schultz - Ameriprise Financial Services

Stephanie Brugge 

on Google

2 months ago

My experience with Daniel Schultz was extremely troubling. I discovered account activity exceeding $150,000 that I did not authorize, and despite multiple attempts to resolve these issues, I did not receive adequate follow‑up, transparency, or support. This resulted in a profound loss of trust in the handling of my accounts and in the expected fiduciary responsibilities. Based on my experience, I strongly recommend exercising caution when considering his services, as the lack of oversight and communication I encountered had ... read more

Chris Parks 

on Google

7 years ago

I am 56 years old with over 30 plus years of investing. I have dealt with 8 or 9 separate financial advisors, none of them can hold a candle to Dan. What separates him from the rest is his full frontal attack on making sure that his clients feel he is paying attention to their individual concerns. I have several friends that are also with Dan and we all feel very fortunate to have found him. If you are looking for a financial advisor, and don’t want to ever look for one again, call Dan! 

Suzanne Smith 

on Google

7 years ago

I was so happily surprised the first time I sat down with Dan. He is unlike any financial advisor I have ever met with before. He as a great sense of humor and is very approachable. But what really struck me is his moral compass. He focuses on values first, and makes sure our spending, saving and investments are in-line with our values. What a breath of fresh air! I can't recommend him enough.