Business Details
About
Financial Planning
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 Scottsdale, AZ area, Geoffrey 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
Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
16220 N Scottsdale Rd, Scottsdale, AZ
85254, United States
Hours
Frequently Asked Questions About Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the business hours of Geoffrey Lee - Private Wealth Advisor in Scottsdale, AZ?
The office is open Monday through Friday, from 8:00 AM to 5:00 PM, and closed on weekends.
What financial services does Geoffrey Lee specialize in?
Geoffrey Lee specializes in investment management, retirement planning strategies, retirement plan distribution, small business services, insurance, wealth preservation strategies, charitable giving, and tax planning strategies.
Where is Geoffrey Lee's office located?
The office is located at 16220 N Scottsdale Rd, Ste 250, Scottsdale, AZ 85254, USA.
Does Geoffrey Lee offer online appointments?
Yes, Geoffrey Lee offers online appointments as well as onsite services at his Scottsdale office.
How can I contact Geoffrey Lee for financial advisory services?
You can contact Geoffrey Lee via phone at +1 480-922-4200 or email at geoffrey.b.lee@ampf.com, or visit the website https://www.ameripriseadvisors.com/geoffrey.b.lee/contact for more information or to make an appointment.
Are there other financial advisors near Geoffrey Lee's office?
Yes, nearby financial advisors include Rob Lenz - Financial Advisor, Ameriprise Financial Services, Carl Anderson - Ameriprise Financial Services, Silver Lining Wealth Advisors, Marcella Lees - Ameriprise Financial Services, Nicole McKelvey - Ameriprise Financial Services, and Nayan Ranchhod - Private Wealth Advisor.
What nearby insurance agencies are close to Geoffrey Lee's office in Scottsdale?
Nationwide Mutual Insurance Company and Ameriprise, Bill Agt, which also serves as an insurance agency, are nearby insurance agencies that clients can consider when visiting the area.
What other professional services are located near Geoffrey Lee's office?
Nearby professional services include Ryan Papez for legal services, The Milus Law Office, Ambrosio & Tomczak Attorneys at Law, MOR Studio offering architectural and engineering services, and Suite Answers That Work event photography.
Are there any health or wellness providers near Geoffrey Lee's financial advisory office?
Yes, clients can find Imagen Dental Partners for dental services and Elevate Psychology, LLC for counseling and mental health services nearby.
Does Geoffrey Lee have a presence on social media platforms?
Yes, Geoffrey Lee's associated Ameriprise Financial Services maintain a presence on Facebook at https://www.facebook.com/Lee-and-Associates-Ameriprise-Financial-1379706772047613/ and Instagram under the handle @ameriprise.