Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Penny Miller 

on Google

a year ago

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. 

Terry Hill 

on Google

a year ago

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. 

Becky VanDyke 

on Google

2 years ago

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. 

Brody Whiting 

on Google

a year ago

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. 

Jody Kinney 

on Google

4 years ago

Jake is very knowledgeable and professional and has helped us immeasurably. We had a huge knowledge deficit when we met Jake, and he and his team spent hours and hours of time teaching us what we needed to know to make solid decisions for a short and long term plan. We appreciate the excellent coordination between our investments, tax planning and trust. The diversification of our portfolio decreases our anxiety with volatility in the economy. We recommend Jake to all our family and friends!!