Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC - Simi Valley, California

Address: 3713 Alamo St Ste 200, Simi Valley, CA 93063.
Phone: 8055269944.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3.5/5.

📌 Location of Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC

☎️8055269944

⏰ Open Hours of Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC

Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC - Simi Valley, California

Joel G.

2/5

Mark was my financial advisor for the better part of 20 years, and for the majority of that time I liked him and his advice. Once I retired, though, he didn't agree with how I wanted to invest my money. Our contact went down to a phone call about once a year. On the last call, he informed me that he wasn't making enough money off of me and was dropping me as a client. He was "streamlining his business" and evidently I was no longer important to him. Unless he could "manage my money," rather than me keeping it in low risk accounts, I would have to find someone else to invest with. It was quite a shock after so much time, but oh well. Have a good life, Mark.

Robert B.

5/5

Mark is extremely knowledgeable and trustworthy. Great adviser. Highly recommend Mark and his staff.