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 Indianapolis, IN area, Joshua Lee 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.
Frequently Asked Questions About Joshua Lee - Financial Advisor, Ameriprise Financial Services, LLC - Closed
What are the primary financial services offered by Joshua Lee at Ameriprise Financial Services?
Joshua Lee specializes in business retirement plans, estate planning strategies, saving for education, charitable giving, and investment management.
Where is Joshua Lee - Financial Advisor located?
Joshua Lee's office is located at 3755 E 82nd St, Ste 40, Indianapolis, IN 46240, USA.
What are the business hours for Joshua Lee - Financial Advisor?
Currently, the financial advisory office is closed and does not have regular business hours.
How can I contact Joshua Lee for financial advice?
You can contact Joshua Lee via phone at +1 317-288-5400 or by email at Joshua.Lee@ampf.com.
Does Joshua Lee offer online appointments or onsite services?
Yes, Joshua Lee provides both online appointments and onsite services to clients.
Where can I find more information about Joshua Lee or book an appointment online?
More information and appointment bookings are available at https://www.ameripriseadvisors.com/team/clearwater-private-wealth-advisors/financial-advice-team/Joshua.Lee/
Which nearby financial service providers are close to Joshua Lee's office?
Nearby financial service providers include Brandon Bolton at Northpointe Bank, Laura McMahon - Financial Advisor, Acuitas Financial Group, Gregg Keele - Private Wealth Advisor, Philip Christner, and Karl Barske, all affiliated with Ameriprise or financial services.
Are there any legal services nearby Joshua Lee's location for clients needing additional support?
Yes, Smarter Divorce Solutions and Padgett Law LLC provide legal services nearby, which can be helpful for clients needing family law or legal assistance.
What nearby real estate services might be of interest to customers visiting Joshua Lee?
There are several nearby real estate agents and firms such as Barrett and Stokely, Inc., Jill Dora-Realtor, Meridian x Main, Prudential Indiana Realty Group, The Wise Group, Teresa Ott Realtor, Kelley O. Joice, Caolan Hoff - Realtor, Amazing Indianapolis Homes, and Chelsea Noble Realty.
How does Joshua Lee approach financial planning amid changing markets and unpredictable life events?
Joshua Lee takes the time to understand your goals and the changing market conditions to help you map a careful approach, keeping you focused on your financial future despite uncertainties.