Tom Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC

Located in Houston, Texas

Address: 6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States

Phone: +1 817-851-9146

Rating: 5

Review 1 (2025-02-06 - Rating: 5)
Tom has been my financial advisor for the past two years, and I have yet to meet anyone better. His deep knowledge of the market, strategic insights, and ability to navigate complex financial landscapes have been instrumental in our financial success.From investment strategies to wealth management, Tom has consistently provided sound advice that has yielded strong returns and long-term financial stability. He takes the time to understand my financial goals and risk tolerance, ensuring that every decision aligns with my broader objectives. His proactive approach, market expertise, and ability to anticipate trends have allowed us to maximize opportunities while mitigating risks.Beyond the numbers, Tom is an excellent communicator—he simplifies complex financial concepts and keeps me well-informed, which has given me tremendous confidence in our investment strategy. Whether it’s portfolio adjustments, tax-efficient planning, or long-term financial growth, he has been an invaluable partner in securing and expanding my wealth.I highly recommend Tom to anyone seeking a knowledgeable, trustworthy, and results-driven financial advisor. His expertise and dedication make all the difference.

Review 2 (2025-02-07 - Rating: 5)
We have been working with Tom for a few years. He is always making sure of our financial wellbeing. He always reaching out to review our finances and recommending ways to balance our portfolio. Thank you Tom and keep making us money.Use him’ he is fantastic

Review 3 (2025-01-19 - Rating: 5)
Ive been working with Tom several years now and couldnt recommend him more. As a corporate refugee, I needed an advisor to help me navigate the startup world and take all of my investments off corporate cruise control (i.e. 401k, 529, roth, etc.). What sets Tom apart is that hes not only a fantastic advisor but he also comes from a high level corporate role and knows exactly how businesses operate. This allows him to provide VERY informed analyses about where to place investments. Hes also very proactive about providing regular check-ins and is continuously advising in between. I trust my investments to him and Im seeing the results!

Review 4 (2025-02-06 - Rating: 5)
Tom is highly professional and dedicated in providing 1st class financial advice. I would recommend anyone to employ Toms services

Review 5 (2021-08-20 - Rating: 5)
Tom is (by far) the best financial advisor we have ever had. He checks the most important boxes for us: Knowledgeable, Accessible, Analytical, Relatable, and Practical. Particularly unique about Tom is that he spent the majority of his career as a senior business executive, and he brings a high degree of real-world experience and critical thinking to his work. It’s no exaggeration to say that we sleep better now knowing that we have a financial plan and roadmap (college, retirement, estate) that’s guided and actively pressure-tested by Tom and his expert team. I would recommend Tom highly to anyone looking to bring some order and optimization to their financial plans.

Review 6 (2025-02-06 - Rating: 5)
Tom is very trustworthy and has never guided us wrongly.

Review 7 (2025-02-07 - Rating: 5)
We have been working with Tom for a few years. He is always making sure of our financial wellbeing. He reaches out regularly to to review our finances and recommending ways to balance our portfolio. Thank you Tom and keep making us money.Use him’ he is fantastic