based on 4 reviews
Ameriprise Financial
Brett Macauley
2441 Park Blvd. #A104
Palo Alto, CA
94306
(650) 473-6560
brett.2.macauley@ampf.com
By: Be You
Date: May, 2007
Brett has taked over all my financial planning and I am relieved that these decisions are in such capable hands. Before Brett we were trying to manage our money on our own and things were falling through the cracks. Brett keeps us on track and has shown us a path to meet our goals for the future.
By: smallbusinessman
Date: April, 2007
Brett has done my financial planning and he has been extremely good. Being innately suspicous of everyone who has anything to do with my money, I have double-checked him every step of the way and he has not once steered me wrong. I highly recommend him.
By: Mtn View CPA
Date: June, 2007
As a tax professional, I need to be able to refer my clients to excellent professionals who understand the tax impact of the recommendations they make. Brett has excellent tax knowledge, which makes him an exceptional planner by my standards.
He has worked with several of my clients, and they have all been very happy with his work.
Everyone should be working with a well-recommended Financial Planner to be sure they are on track towards their retirement goals.
I see many people procrastinating on this task, to their detriment. Do not delay your plan to get to where you want to be.
By: westmenlo
Date: December, 2007
As a boomer, I used Brett's expertise to find the right long term care insurance. He really helped me identify the right plan for me.
As a banker, I refer many of my clients to Brett for retirement planning. He has proven that he truly serves his client's needs. With his wealth of experience in financial services and highest ethical standards, I can recommend Brett wholeheartedly.
