Bret Glover – Ameriprise Financial

I’ve had several financial advisors in my life and Bret is head and shoulders better than all the rest in many ways. Here’s why I think he’s so great:
–He listens well and «gets» where you’re coming from and what’s important to you.
–He talks in a way that makes sense to you. If you like lots of detail, he gives you lots of detail. If you just want to talk about your kids and be reassured that you will have enough to send them to college, he can help you make that happen.
–He has tremendous integrity. He will do what’s best for you, even if it means he won’t make as much money on that particular transaction. He’s smart enough to know that building a business based on trust and referrals is more important than milking each client for what he can get.
–He knows his stuff– not just where the market’s been (which, honestly, other advisors seem to give too much weight), but also what’s likely coming up in the near and distant future, based on what’s going on both locally and globally. He uses sound financial principles and strategies. What he does just makes sense.
I’ve been with Bret for about 10 years now, which means we’ve gone through the economic «crisis» together. During the down years, we didn’t go down as far as most. And during the up years, we went up further than most. We have not had a single year where we didn’t do better than most.
Bret has my full trust. You would do well to work with him.