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 Winter Park, FL area, James B McLean 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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James B McLean - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James B McLean - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James B McLean - Private Wealth Advisor offer?
James B McLean offers services including estate planning strategies, family finances management, and retirement planning strategies.
What are the office hours for James B McLean - Private Wealth Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM, and on Saturday from 9:00 AM to 12:00 PM. It is closed on Sundays.
Where is James B McLean - Private Wealth Advisor located?
The advisor is located at 2709 W Fairbanks Ave, Ste 110, Winter Park, FL 32789, USA.
How can I contact James B McLean - Private Wealth Advisor?
You can contact him by phone at +1 407-206-7475 or via email at james.b.mclean@ampf.com.
Does James B McLean offer online or onsite financial advisory appointments?
Yes, James B McLean offers both online appointments and onsite services.
What are the specialties of James B McLean in financial planning?
Specialties include wealth preservation strategies, retirement income strategies, cash flow management, intergenerational planning, insurance, investment management, and estate planning strategies.
How can nearby Bridges Law PLLC support me when visiting James B McLean?
Bridges Law PLLC nearby offers legal and counseling services which can complement financial planning for estate or other legal matters during your visit.
Are there mortgage services near James B McLean's office?
Yes, there are several mortgage services nearby including Lori Denise Dickson Mortgage Loan Originator, Certified Mortgage Planners - The Lori Dickson Team, Jet HomeLoans, and CrossCountry Mortgage, LLC.
What legal services are available near James B McLean's office?
Several law firms including Brett M. Bressler - Attorneys at Law, The Flammia Elder Law Firm, Ramsey Smathers Law Offices, Michael Barszcz - TheMDJD, and Van Dingenen Law offer personal injury, elder law, and other legal services nearby.
Is James B McLean active on social media?
Yes, James B McLean's Facebook page is https://www.facebook.com/James-B-McLean-149486545735916/ and the Instagram handle is @ameriprise.