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Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC
- Financial Services
- Hudsonville, MI
About this business
Location details
3270 Central Blvd, Hudsonville, MI, 49426, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jake has been a huge help in getting our finances figured out! I have a lot of school debt and we want to build up our savings / cash flow. He’s been amazing! Very patient, takes the time to explain things, and with his help we feel very confident that we can have all our debt paid and be so much more financially secure in the near future! He’s great!!
It's easy to write a review for Jake. He has been my advisor for at least 15 years - maybe more. In our regular meetings, decisions are made based on my concerns and his expertise. My portfolio has changed over the years based on his advise and has grown or stayed steady based on the market situation. I feel confident in his abilities and respect him. He is truly interested in his clients, what's happening with them, and their concerns. Thanks to Jake I feel secure.
My husband and I have been clients of Jake’s for several years, and we couldn’t be happier. We are not wealthy by any means, but we’re trying to do what we can to save for retirement. Jake takes time to explain his recommendations and makes us feel confident and informed about our investments. With two small kids, being able to meet virtually is great.
My wife and I have been working with Jake for about a year. He has provided great financial advice and is informative and communicates clearly and honestly to obtain our financial goals. Jake is always prepared and instills confidence that our needs are being addressed. I would highly recommend Jake as a financial advisor.
Jake is an extremely knowledgeable and helpful resource. He was kind enough to take the time to help guide a young professional towards identifying the next stage in their career. Not only does he have a wealth of financial skills and experience, he is a caring and honest man who wants to help others succeed.
Frequently asked questions about Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC
How is Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC rated?
Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC has a 5 star rating with 56 reviews.
When is Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC open?
Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC is closed now. It will open on Monday at 8:00 a.m.
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