IRA rollover — Ameriprise Financial

/ 4 reviews

27 Feb, 2021 → by ClaimboUser94166

IRA rollover

My mom died and left me her IRA. I met with her advisor to see what is to be done and followed his instructions but he keeps coming up with more steps and more steps. I m getting the impression he does not want to lose this account to me. Not sure what to do. Not trying to get him in trouble but its been 6 weeks so far and he will not give me any indication of when this will be completed.

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Ameriprise Financial - Other Reviews

》 sra – active acct/fp

》 IRA rollover

》 Agent for ameriprise

》 Look if you have a margin account

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