Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mobile, AL area, James Thomas Lee will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
James Thomas Lee - Financial Advisor, Ameriprise Financial Services, LLC
3514 Montlimar Plaza Dr, Mobile, AL
36609, United States
Frequently Asked Questions About James Thomas Lee - Financial Advisor, Ameriprise Financial Services, LLC
Who is James Thomas Lee and what services does he provide?
James Thomas Lee is a financial advisor at Ameriprise Financial Services, LLC in Mobile, AL, offering services like estate planning, retirement planning, education saving, and small business financial strategies.
What is the address and contact information for James Thomas Lee's office?
The office is located at 3514 Montlimar Plaza Dr, Mobile, AL 36609. You can contact them by phone at +1 251-344-5551 or email james.t.lee@ampf.com.
Does James Thomas Lee offer online or onsite appointments?
Yes, James Thomas Lee offers both online appointments and onsite services at his Mobile, AL location.
What languages are supported by James Thomas Lee's financial advising services?
His services are offered in English.
Where can I find more information or make a reservation to meet with James Thomas Lee?
You can visit https://www.ameripriseadvisors.com/james.t.lee/contact to request an appointment or find more information.
What professional associations is James Thomas Lee affiliated with?
He is affiliated with the MBA (Master of Business Administration).
What should I know about the markets and planning process when working with James Thomas Lee?
James Thomas Lee focuses on understanding your goals and market changes to create a carefully mapped financial approach helping you stay focused today to reach your goals tomorrow.
Which nearby financial advisors or services are close to James Thomas Lee's office?
Nearby financial advisors and services include Jennifer Ryder, Bruce G Coldsmith - Ameriprise Financial Services, David Buckhaults - Associate Financial Advisor, Alexander Financial Group, and Strategic Wealth Specialists.
Are there any nearby legal or estate planning services near James Thomas Lee's office?
Yes, nearby legal services include Ryan, Hicks, Cumpton & Cumpton for wills, trusts, and probate, The Kinard Law Office, and Roberts Wealth Management AL.
What are some nearby amenities or transportation options useful for visitors to James Thomas Lee's office?
Nearby amenities and services include Walter Haffner Company car dealer and Salute MedTrans transportation services, which may assist clients in reaching the location conveniently.