Mark B Sutton - Ameriprise Financial Services, Inc.

Mark Sutton 

on Google

5 years ago

Long-time client. Mark explains things very well. He tries his best to understand and work with me as my life as changed. I like some of the new tools he uses to measure my retirement success possibilities. His assistant calls to schedule times at least twice per year. 

L M 

on Google

6 years ago

After working with this financial planner for almost 15 years my family and I were transferred to another financial planner because we weren't paying an annual fee for financial planning??? His words. Apparently even though we had a Roth ira, life insurance policies, and 529 plans set up by him our family was still not annually setting goals and paying an annual fee. In which case my thoughts were they receive annual fees from setting up these accounts. Who knew?? All I know I wish Mark would have better educated myself and ... read more

Lindsey McCarty 

on Google

6 years ago

After working with this financial planner for almost 15 years my family and I were transferred to another financial planner because we weren't paying an annual fee for financial planning??? His words. Apparently even though we had a Roth ira, life insurance policies, and 529 plans set up by him our family was still not annually setting goals and paying an annual fee. In which case my thoughts were they receive annual fees from setting up these accounts. Who knew?? All I know I wish Mark would have better educated myself and ... read more