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 Richmond, IN area, Joshua J Lake 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 J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial services does Joshua J Lake provide?
Joshua J Lake offers financial planning, investment management, estate and retirement planning, tax strategies, and wealth preservation services.
Where is Joshua J Lake's office located?
The office is located at 1110 S A St, Richmond, IN 47374, USA.
What are the business hours for Joshua J Lake's office?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and closed on weekends.
Can I schedule an appointment online with Joshua J Lake?
Yes, online appointments are available and can be scheduled through the provided reservation link.
Does Joshua J Lake offer onsite consultations?
Yes, onsite services are available at Joshua J Lake's office.
How can I contact Joshua J Lake via email?
You can reach Joshua J Lake by email at joshua.j.lake@ampf.com.
Is there a LinkedIn profile for Joshua J Lake?
Yes, Joshua J Lake has a LinkedIn profile available at https://www.linkedin.com/in/joshuajlake.
What financial advisory group is Joshua J Lake affiliated with?
Joshua J Lake is affiliated with Ameriprise Financial Services, LLC.
Are there other financial services near Joshua J Lake's office?
Yes, Beyond Wealth Advisors - Ameriprise Financial Services is nearby and offers complementary financial services.
What local healthcare providers are close to Joshua J Lake's office?
Nearby healthcare providers include Stephen Offutt (podiatrist), Upperline Health - Richmond, Frame Dental Clinic, Warvel Chiropractic, and Reid Hospitals, which might be convenient for clients combining health and financial planning appointments.
What social or community services exist near Joshua J Lake's financial office?
Nearby community services include the Fraternal Order of Eagles and The Laundry Project, which offer social and nonprofit resources possibly of interest to clients in Richmond, IN.