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Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mike Garofalo: Asesoramiento de patrimonio claro, centrado en el cliente, con un toque personal.
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Mike Garofalo: Asesoramiento de patrimonio claro, centrado en el cliente, con un toque personal.
Mike Garofalo - Asesor de Patrimonio Privado, Ameriprise Financial Services, LLC ofrece asesoramiento de patrimonio claro y centrado en el cliente desde una acogedora oficina en Houston. Las reseñas destacan su capacidad para explicar con claridad temas complejos, un servicio paciente y atento, y una relación a largo plazo con los clientes. El equipo apoya la planificación de la jubilación y la financiación educativa, y organiza reuniones mensuales y inauguraciones de arte periódicas que reúnen a los clientes.
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Estrategias personalizadas para asegurar su jubilación, incluyendo la planificación de ingresos y la gestión de inversiones.
Gestión de carteras personalizada con información sobre las tendencias del mercado y la evaluación de riesgos.
Asistencia para ahorrar y planificar gastos educativos, como la matrícula para los hijos.
Asesoramiento sobre la transferencia de riqueza, testamentos y fideicomisos para proteger sus activos para las generaciones futuras.
Sesiones mensuales sobre economía, banca y tendencias del mercado, fomentando la comunidad de clientes y el aprendizaje.
Calificación general
Malgosia Kinalska
One may equate the decision of looking for a financial advisor to choosing care, school, pediatrician for your child. It is an important decision when you give your treasure in the hands of another person. Well... I referred my own daughter to Mike Garofalo. I know he is the best of the best to look after my child's well-being. I have known Mike for little over 20 years , long enough to find out if he is the one I can trust. He and his team treat me as a family member. They are very personable. They know all their clients by heart. I love monthly meetings at Mike's office when you get to learn about economy, market trends, banking etc. You get to socialize with Mike's other clients, you get to meet interesting people who started financial institutions, who had interesting government positions. In Mike's office you will find periodic art openings and get together events. For those of us who retired, Mike not only makes sure that we live life free of financial worries, but he also strives to enrich our lives by other means. His wonderful team and first of all his stunning wife support him to achieve his goal. I have no reservation whatsoever to highly recommend him to anybody who is looking for a financial advisor and looks for someone to help money investment. Margaret Kinalska, MD
Dinah Massie
I have been going to Mike Garofalo for several years now, starting when I planned for retirement and now that I have been retired for a year. Mike is able to translate complex issues in a way I understand and is incredibly patient with my lack of expertise in investments. He is technologically adept, so he can access records and produce reports on the fly if I ask a question about my portfolio. He's responsive, pleasant, professional, and a top-notch advisor. His staff is equally excellent; it's always a pleasure to visit their welcoming office and see the friendly faces.
Gary C Gardner
My wife and I were introduced to Mike by some friends. We have now been with Mike for two years. Mike’s background and experience provide him with the insight and information to make decisions with us that are sound and helpful for us. We appreciate his knowledge and advice. We are so glad that our friends introduced us to Mike and we look forward to each quarterly meeting with him. He is very down to earth and a pleasure to visit with. I highly recommend Mike as an advisor because of his knowledge and his helpful advice.
Rose Mary Hettler
In 2012, I was introduced to Mike Garofalo through my Estate Attorney. And for the past 10 years, I have been a client of Mike's and I am extremely pleased with his performance. Mike is very detailed oriented and will answer any questions that I may have regarding my Account(s) and will assuage any apprehensions that I may have. Mike is 'keenly' aware of my needs and intentions as a client and he is focused on my portfolio in regards to me as a client. And lastly, I am very comfortable with Ameriprise~
Catherine Austin
I never worked with a financial advisor before meeting Mike in 2005. After working with him and taking his recommendations, I am incredibly pleased with the decision I made fifteen years ago. He has helped me with all of my financial services. He was a necessary asset when my husband and I needed help planning college tuition for my two children. I find Mike to be very professional and easy to work with. I have recommended, with no hesitation, Ameriprise Financial Services to many friends and family, and they also are pleased with the service they provide. I look forward to a continued relationship with Mike and Ameriprise.
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