Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Brea, CA area, Steve 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. 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
Steve Lee - Financial Advisor, Ameriprise Financial Services, LLC
1040 E Imperial Hwy, Brea, CA
92821, United States
Frequently Asked Questions About Steve Lee - Financial Advisor, Ameriprise Financial Services, LLC
Who is Steve Lee and what services does he provide at Ameriprise Financial Services?
Steve Lee is a Financial Advisor at Ameriprise Financial Services, LLC, specializing in wealth preservation, estate planning, and investment management for clients in Brea, CA.
What is the office address for Steve Lee - Financial Advisor in Brea, CA?
The office is located at 1040 E Imperial Hwy, Ste F3, Brea, CA 92821, USA.
How can I contact Steve Lee for financial advisory services?
You can contact Steve Lee by phone at +1 714-255-9615 or email at Steve.Lee@kinectawealth.org. Online appointment bookings are available through the website.
Does Steve Lee offer online or onsite appointments?
Yes, Steve Lee offers both online and onsite financial advisory services.
Where can I find more professional information about Steve Lee's advisory credentials?
More information is available on FINRA's BrokerCheck website.
What types of financial planning can Steve Lee assist with?
Steve Lee specializes in wealth preservation strategies, estate planning strategies, and investment management.
What nearby financial institutions can complement my visit to Steve Lee's office?
Kinecta Federal Credit Union is located nearby and can assist with banking and financial services complementary to your advisory needs.
Are there any nearby coffee shops where I can relax before or after my appointment?
Yes, The Coffee Bean & Tea Leaf and Starbucks are nearby coffee shops where you can relax before or after your visit.
Can I visit nearby restaurants around Steve Lee's office in Brea, CA?
Absolutely, there are several nearby restaurants including Magic Wok (Chinese), Tempo Cantina (Mexican), and Origami Handroll x Kushiyaki Bar (Sushi).
What options exist nearby for eye care services near Steve Lee's office?
Nearby optometry services include Del Lam, O.D. Optometry, LensCrafters, and SeeWell Optometry PC, providing various eye care solutions.