Kalani Fontana Financial Group
About This Business
Kalani Fontana Financial Group is a financial advisory team associated with Ameriprise Financial, a company that has earned the 2024 Hearts & Wallets Top Performer recognition in 'Understands me and shares my values.' The team, led by experienced advisors, offers a range of financial services tailored to individual goals, including investment strategies, estate planning, retirement planning, and insurance products. With a focus on understanding and sharing the values of their clients, the advisors at Kalani Fontana Financial Group are committed to providing personalized advice and guidance. The team's advisors hold various certifications, such as the AAMS (Accredited Asset Management Specialist), ADPA (Accredited Domestic Partnership Advisor), and AEP (Accredited Estate Planner) designations, demonstrating their expertise and commitment to ethical practices. By combining their knowledge and experience with a client-centric approach, Kalani Fontana Financial Group aims to help individuals and families achieve their financial objectives and secure their financial futures. Whether through in-person consultations or online appointments, the team is dedicated to building lasting relationships with their clients and providing them with the tools and strategies necessary to succeed in today's complex financial landscape. With a strong foundation in asset management, investment planning, and wealth transfer strategies, Kalani Fontana Financial Group is well-equipped to address the diverse needs of its clients, from retirees and small business owners to individuals and families seeking to protect and grow their assets. By choosing Kalani Fontana Financial Group, clients can expect to receive comprehensive financial planning and advice that is tailored to their unique circumstances and goals, helping them to navigate the challenges of financial planning with confidence and clarity.
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Customer Reviews
1 total reviews
Harrison Greenwood
June 06, 2025Underwhelming Experience with Overpromised Financial Guidance
I'm not one to usually write reviews, but my experience with Kalani Fontana Financial Group was a disappointment from start to finish. As someone who values transparency and personalized advice, I was initially drawn to their client-centric approach and the various certifications held by their advisors. However, upon meeting with them, I found their investment strategies to be overly generic and not tailored to my specific goals as they had promised. The estate planning and retirement planning discussions felt like they were reading from a script, lacking the depth and understanding of my unique situation that I had expected. Despite their claims of sharing my values, I never felt like they truly understood my financial objectives or were committed to helping me achieve them. The insurance products they recommended seemed more aligned with benefiting the company rather than my personal needs. What struck me as particularly odd was the inconsistent communication - sometimes overly formal, other times too casual, which made it difficult to establish a comfortable relationship. Given their association with Ameriprise Financial and the accolades they've received, I expected a much higher level of service and expertise. Unfortunately, my experience was marred by unmet expectations and a lack of genuine connection with my advisors. For a company that prides itself on building lasting relationships and providing personalized advice, Kalani Fontana Financial Group fell short in nearly every aspect, leaving me to question the validity of their top performer recognition. Perhaps they were having an off day, but as a potential long-term client, I need consistency and reliability, neither of which I found here.
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Based on 1 reviews