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 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 McLean - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James McLean - Financial Advisor, Ameriprise Financial Services, LLC
Who is James McLean and what services does he provide?
James McLean is a financial advisor with Ameriprise Financial Services, LLC in Winter Park, FL. He offers financial planning, investment management, retirement and wealth preservation strategies, and business retirement plans.
How can I contact James McLean for financial advice?
You can contact James McLean by phone at +1 407-206-7475 or email at James.Mclean@ampf.com. Appointments can also be scheduled online via his contact page.
Where is James McLean's office located?
His office is located at 2709 W Fairbanks Ave, Ste 110, Winter Park, FL 32789, USA.
Does James McLean offer online and onsite financial advisory services?
Yes, James McLean offers both online appointments and onsite financial advisory services.
What financial specialties does James McLean focus on?
His specialties include family finances, investments, retirement planning strategies, wealth preservation strategies, business retirement plans, and investment management.
What can I find near James McLean's office for legal services?
Nearby legal service providers include Bridges Law PLLC, Brett M. Bressler - Attorneys at Law, Ramsey Smathers Law Offices, Michael Barszcz - TheMDJD, and The Flammia Elder Law Firm, which may be useful if you need legal advice complementary to financial planning.
Are there mortgage brokers near James McLean's office?
Yes, nearby mortgage brokers include Lori Denise Dickson Mortgage Loan Originator, Certified Mortgage Planners - The Lori Dickson Team, Jet HomeLoans, Jazmin Sierra at CrossCountry Mortgage, LLC, Jenna Uribe at CrossCountry Mortgage, LLC, and Bonnie-Lynn Robida at CrossCountry Mortgage.
What other financial advisors or investment services are nearby James McLean's office?
Nearby financial advisors and investment services include Thomas Temeyer and Meridian Wealth Advisors, as well as Vargas Gonzalez Hevia Baldwin and The Woodburn Team, which could provide additional financial guidance.
Are there health and counseling services close to James McLean's office?
Yes, Psychological Affiliates, Dr. Sipp, Complete Dental at Lakeside, Grow with Christine, and Sipp Randall w DDS are nearby, offering health, dental, and mental health counseling services that clients might find useful.
Where can I verify James McLean's professional credentials?
You can verify James McLean's credentials on FINRA's BrokerCheck website as noted in the featured message.