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 San Diego, CA area, Kenneth 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.
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Kenneth Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kenneth Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kenneth Lee - Private Wealth Advisor offer?
Kenneth Lee offers services including Charitable Giving, Estate Planning Strategies, and Family Finances, among others focused on financial planning and investment services.
Where is Kenneth Lee - Private Wealth Advisor located?
The office is located at 4655 Executive Dr, Ste 300, San Diego, CA 92121, USA.
What are the office hours for Kenneth Lee - Private Wealth Advisor?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Can I schedule an appointment online with Kenneth Lee?
Yes, you can schedule an appointment online via the contact page at https://www.ameripriseadvisors.com/kenneth.e.lee/contact.
Which languages does Kenneth Lee speak?
Kenneth Lee communicates in English.
How can I contact Kenneth Lee by phone or email?
You can call the local phone number +1 408-963-2366 or the main phone +1 858-795-2341, or email kenneth.e.lee@ampf.com.
Which financial advisors are located near Kenneth Lee's office?
Nearby financial advisors include Simon Lewis, Christopher Cohn, and Jeffrey Lynn, all offering a range of financial advising and services in the local area.
Are there mortgage brokers near Kenneth Lee's office for clients interested in home financing?
Yes, Wells Fargo Home Mortgage, Patrick Larkin, Jana F Rudnick from Wells Fargo, and imortgage are nearby mortgage brokers who can assist with financing needs.
What nearby corporate offices are close to Kenneth Lee's office?
Nearby corporate offices include Jones Day and La Jolla Center, providing potential networking or business collaboration opportunities in the area.
Does Kenneth Lee offer both online and onsite financial advisory services?
Yes, Kenneth Lee provides both onsite services at his office and offers online appointments for client convenience.