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 Evansville, IN area, Karen Lively 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.
What services does Karen Lively, Financial Advisor at Ameriprise, offer?
Karen Lively offers a range of financial advisory services including tax planning, investment management, retirement planning, estate planning, and small business financial planning among others.
Where is Karen Lively's financial advisory office located?
Her office is located at 7517 Eagle Crest Blvd, Evansville, IN 47715, USA.
What are the office hours for Karen Lively's financial advisory services?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on weekends.
How can I contact Karen Lively for financial advice?
You can contact Karen Lively by phone at +1 812-477-5520 or email at Karen.Lively@ampf.com.
Does Karen Lively offer online or onsite appointments?
Yes, Karen Lively offers both online and onsite appointments for her clients.
How can I book a consultation with Karen Lively?
You can book a consultation through her online reservation page at https://www.ameripriseadvisors.com/Karen.Lively/contact.
Which nearby financial services or advisors are close to Karen Lively's office?
Nearby financial services include Jay D Jacobs, Mark Powers, Ryan Hayes, and Compass Financial Group, all providing various investment and financial advisory services.
Are there any banks nearby Karen Lively's office for convenient financial transactions?
Yes, First Bank and Regions Bank are nearby, which can be helpful for banking needs in conjunction with financial planning.
What nearby legal or estate planning services complement Karen Lively's financial advising?
Nearby legal services such as Salmon and Hewins, specializing in wills, trusts, and probate, and estate planning law by Bradley J. Salmon can complement financial planning strategies.
Are there hospitality options near Karen Lively's office suitable for visiting clients?
Yes, there are several hotels nearby including Holiday Inn Express Evansville and Fairfield Inn by Marriott Evansville East, which are convenient for visiting clients.