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 Lexington, KY area, John W Smith 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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John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is John W Smith and what services does he offer?
John W Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Lexington, KY. He offers financial planning and investment services, including retirement, estate, tax planning, charitable giving, and executive compensation strategies.
Where is John W Smith - Private Wealth Advisor located?
The office is located at 250 W Main St, Ste 2530, Lexington, KY 40507, USA.
How can I contact John W Smith for a financial consultation?
You can contact John W Smith via phone at +1 859-286-5554 or email at john.w.smith@ampf.com. Appointments can also be booked through his online reservation page.
Does John W Smith offer online appointments?
Yes, John W Smith offers online appointments in addition to onsite services.
What financial specialties does John W Smith focus on?
He specializes in retirement planning, estate planning, charitable giving, tax planning, executive compensation and benefit strategies, and services for small businesses.
Where can I learn more about the credentials and background of John W Smith?
More information is available on FINRA's BrokerCheck website linked from his profile.
What nearby financial institutions could I visit near John W Smith's office?
Near John W Smith's office, you can visit Fifth Third Bank for banking and mortgage services, and Western Union for money transfer services.
Are there legal services close to John W Smith's office that clients might also need?
Yes, several nearby legal services include Curtz, Chauncey S; Denham Property and Injury Law Firm; Early W Blaine III Attorney; Ruschell Stephen M Attorney; Frost Brown Todd; McCloud Law Group; Stites & Harbison; and Wyatt Tarrant & Combs.
What nearby services can help visitors or new clients find their way to John W Smith’s office?
Visitors can use the nearby Visitor Information center and the Lexington Convention & Visitors Bureau for travel assistance and local area information.
What local amenities or attractions might clients consider visiting before or after their appointment?
Clients might enjoy visiting the Lexington Convention & Visitors Bureau area for local events or exploring nearby equestrian facilities like McElroy Equine, reflecting the local culture.