Not great, questionable advice. High advisor overturn. Hidden fees. Moved our accounts out and much happier now.
Opus: Advice First - Ameriprise Financial Services
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Opus: Advice First is a private wealth advisory practice affiliated with Ameriprise Financial Services LLC, located in Palo Alto, California. The firm specializes in providing personalized financial advice aimed at helping clients achieve their financial goals through a comprehensive range of advisory services.
With a dedicated team of financial advisors, Opus: Advice First emphasizes collaboration and the use of digital tools to enhance client engagement. They offer initial consultations to discuss financial needs and goals, ensuring tailored strategies for each individual client.
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Reviews
They did not act in my best interest as a client. They were more interested in tying up as much money as possible and hard selling me products I absolutely did not need. They gave me awful tax...