Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningFinancial Consultant
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, Terry Lee Smallwood 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC
250 W Main St, Lexington, KY
40507, United States
Hours
Frequently Asked Questions About Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC
What services does Terry Lee Smallwood provide as a financial advisor?
Terry Lee Smallwood offers wealth preservation strategies, estate planning strategies, and investment management as a financial advisor serving Lexington, KY area.
Where is Terry Lee Smallwood - Financial Advisor located?
The office is located at 250 W Main St, Ste 2530, Lexington, KY 40507, USA.
What are the business hours for Terry Lee Smallwood's financial advisory services?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Terry Lee Smallwood for a financial consultation?
You can contact Terry Lee Smallwood by phone at +1 859-286-5554 or email at Terry.Smallwood@ampf.com. You can also book an appointment via their online contact page.
Can I schedule online appointments with Terry Lee Smallwood?
Yes, Terry Lee Smallwood offers online appointments in addition to onsite services.
What associations is Terry Lee Smallwood affiliated with?
Terry Lee Smallwood is affiliated with the CRPC professional association.
What nearby legal services are available close to Terry Lee Smallwood's office?
Nearby legal services include Denham Property and Injury Law Firm, Curtz, Chauncey S, Early W Blaine III Attorney, Ruschell Stephen M Attorney, Bagby Glen S, McCloud Law Group, Frost Brown Todd, and Stites & Harbison.
Are there financial institutions near Terry Lee Smallwood's office to assist with banking or investment needs?
Yes, nearby financial institutions include Fifth Third Bank, Alec, Suzanne Powell at Capital Strategies Group by Meridian Wealth Management, Andrew Norden at Meridian Wealth Management, Cardinal Pointe Financial Group, and Dean Dorton accounting and financial services.
What travel or visitor resources are close to Terry Lee Smallwood's office that might assist out-of-town clients?
Nearby travel resources include the Lexington Convention & Visitors Bureau and Visitor Information centers, which can help visitors with information about Lexington and local attractions.
What is the website and social media presence of Terry Lee Smallwood's financial advisory practice?
The business website is https://www.ameripriseadvisors.com/Terry.Smallwood/. Social media includes a Facebook page at https://www.facebook.com/cardinalpointefinancialgroup/ and Instagram handle @cardinalpointefinancialgroup.