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 Denver, CO area, Lee Davis 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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Lee Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lee Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Lee Davis offer as a financial advisor?
Lee Davis specializes in Tax Planning Strategies, Wealth Preservation Strategies, and Sustainable and Responsible Investing to help you achieve your financial goals.
What are the office hours of Lee Davis's Ameriprise Financial Services?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and on Friday from 8:00 AM to 12:00 PM. It is closed on Saturdays and Sundays.
Where is Lee Davis's financial advisory office located?
The office is located at 7979 E Tufts Ave, Ste 715, Denver, CO 80237, USA.
How can I contact Lee Davis for financial advisory services?
You can reach Lee Davis by phone at +1 303-691-3827 or by email at Lee.Davis@ampf.com. Additionally, appointments can be scheduled online through the provided contact link.
Does Lee Davis offer online or onsite financial advisory appointments?
Yes, Lee Davis offers both online appointments and onsite services for client convenience.
Which professional associations is Lee Davis associated with?
Lee Davis is affiliated with the LUTCF, APMA, and CRPC professional associations.
What languages are spoken at Lee Davis's office?
Services are provided in English at Lee Davis's office.
Who are some nearby financial services professionals near Lee Davis's office?
Nearby financial services professionals include Jeremy Davis, Wes Zepelin, Vibrant Wealth Management, Bob Bastiaans, Paul Cucci, Ryan Murphy, and Terry Erbert, all affiliated with Ameriprise Financial Services.
Are there other financial services and insurance firms near Lee Davis's location?
Yes, nearby firms include Peak Pro Financial (offering financial services, insurance, and banking), Cherry Creek Mortgage, Liberty Mutual Insurance agents like Joshua Bennett and Arthur Vigil, Fulcrum Mortgage, American Pacific Mortgage, and State Farm agent Nese Sahin.
What nearby businesses or offices might clients visit before or after meeting with Lee Davis?
Clients might visit the Colorado Society of CPAs, Stewart Title Company, Colorado Escrow & Title, and professional services like EKS&H 5 Star Client Service or legal services such as Riggs Abney Et Al and Doida Crow Legal nearby.
Where can I find more information about Lee Davis's professional background?
More information about Lee Davis's credentials and disciplinary history is available on FINRA's BrokerCheck website.