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About
Financial PlanningInvestment ServiceFinancial Consultant
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 Jacksonville, FL area, Lisa Puttick 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
Lisa Puttick - Private Wealth Advisor, Ameriprise Financial Services, LLC
13500 Sutton Park Dr S, Jacksonville, FL
32224, United States
Frequently Asked Questions About Lisa Puttick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Lisa Puttick and what services does she provide?
Lisa Puttick is a Private Wealth Advisor at Ameriprise Financial Services in Jacksonville, FL, offering financial planning, retirement income strategies, and women's financial strategies.
What specialties does Lisa Puttick focus on as a financial advisor?
She specializes in retirement income strategies, Social Security benefits, retirement plan distribution, tax planning, intergenerational planning, and estate planning strategies.
Where is Lisa Puttick's office located?
Her office is located at 13500 Sutton Park Dr S, Ste 701, Jacksonville, FL 32224, USA.
What types of appointment options are available with Lisa Puttick?
Lisa offers both onsite services and online appointments for your convenience.
How can I contact Lisa Puttick for financial advising?
You can reach Lisa by phone at +1 904-821-0990 or email her at lisa.a.puttick@ampf.com.
Where can I find more information about Lisa Puttick's professional background and credentials?
Additional information is available on her LinkedIn profile and FINRA's BrokerCheck website.
How can nearby First Coast Weight Loss center benefit clients visiting Lisa Puttick's office?
Clients interested in holistic health might combine financial planning with wellness by visiting First Coast Weight Loss, located near Lisa's office.
Are there any counseling or mental health services near Lisa Puttick's office?
Yes, Puzzle Peace Counseling, LLC and Amanda Iannotti, a psychotherapist, are nearby and can support clients seeking mental health and counseling services.
What legal services are available near Lisa Puttick's financial advising office?
Three Oaks Law, specializing in wills, trusts, and probate, is located close by and may assist clients with legal aspects of financial planning.
How can visiting local hospitals and health clinics near Lisa's office complement financial and retirement planning?
Nearby health facilities like Anderson Longevity Clinic and Good Night Jacksonville can support clients' health needs, which is integral for comprehensive retirement planning.