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Willis, Trevino and Associates - Ameriprise Financial Services, Inc.
- Financial Services
- Wyoming, MI
About this business
Location details
2905 Wilson Ave SW #214a, Wyoming, MI, 49418, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Brandon Tramper has been great to work with over the past few years through job changes, grad school, buying a house and more. He’s been super attentive to our unique situation/needs when helping us keep our finances in line and plan for the future. We’ve never felt like he’s trying to sell us a service or policy we don’t need—he’s very receptive to what’s in our best interest. He listens to the goals we want to set and helps us create a plan and visualize how they will become reality. His advice and expertise has been inval... read more
Highly recommend Jake Willis at Rush Creek Advisors. He's really helped us navigate retirement!
Several years ago my wife and I decided that we needed to do something about our debt. More than that, we wanted a clear plan going forward as I was about 5 years from retirement. The CFO of the company I worked for recommended Jake Willis. (I should say at this point, that he was a very hard man to please). And because he was a CFO, he had much more knowledge of finance than did I. But he was also smart enough to know that he needed “professional help”. After the first appointment, both my wife and I were impressed. Not jus... read more
Jake Willis has been a great partner to us as a family. He knows where we’re at, understands what we desire, and puts solutions in place to help us achieve those goals. He’s selfless in how he conducts his business, and makes you feel like you’re as important as you could be when you’re talking with him. The best thing about the partnership is the peace of mind he leaves you with after meeting. His knowledge and perspective and experience are invaluable to us.
We have been with Jake Willis for many years. He is very knowledgeable and always has our best interest in mind. He communicates well, is happy to answer all our questions, and is proactive concerning our investments. I highly recommend Rush Creek Advisors for all you financial needs!
Frequently asked questions about Willis, Trevino and Associates - Ameriprise Financial Services, Inc.
How is Willis, Trevino and Associates - Ameriprise Financial Services, Inc. rated?
Willis, Trevino and Associates - Ameriprise Financial Services, Inc. has a 5 star rating with 17 reviews.
When is Willis, Trevino and Associates - Ameriprise Financial Services, Inc. open?
Willis, Trevino and Associates - Ameriprise Financial Services, Inc. is closed now. It will open on Monday at 8:00 a.m.
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