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 Jose, CA area, Kelly C 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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Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC
What financial planning services does Kelly C Lee offer?
Kelly C Lee offers retirement planning strategies, saving for education, domestic partner planning, and tax planning strategies.
Where is Kelly C Lee’s office located?
The office is located at 1 Almaden Blvd, Ste 810, San Jose, CA 95113, USA.
How can I schedule an appointment with Kelly C Lee?
You can schedule an appointment through the online contact form at https://www.ameripriseadvisors.com/kelly.c.lee/contact.
Does Kelly C Lee offer online or onsite financial advisory services?
Yes, Kelly C Lee offers both online appointments and onsite financial advisory services.
What languages does Kelly C Lee speak?
Kelly C Lee speaks English.
How can I contact Kelly C Lee by phone or email?
You can call the local phone number at +1 408-918-5300, the main phone at +1 408-918-5343, or email kelly.c.lee@ampf.com.
What professional certifications does Kelly C Lee hold?
Kelly C Lee has a JD and CFP certifications.
Where can I find more information about Kelly C Lee's professional background?
More information can be found on Kelly C Lee's LinkedIn profile at https://www.linkedin.com/in/kellyleejd and on FINRA’s BrokerCheck website.
What nearby financial services are available around Kelly C Lee’s office?
Nearby financial services include Divorce Capital Planning, David Cooper - Ameriprise Financial Services, Paradigm Tax Group, Cirocco, Fels & Styczynski - Ameriprise Financial Services, City National Bank, and several other Ameriprise advisors.
Are there any convenient places to eat near Kelly C Lee’s office for clients visiting?
Yes, Cafe One is located nearby and is a great spot to grab a coffee or light meal before or after your appointment.
What banking options are available near Kelly C Lee’s location?
Clients can access banking services at City National Bank, Bridge Bank, and ATM services including Citi ATM nearby the office.