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 Damariscotta, ME area, Lev Davis Jr 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
Lev Davis Jr - Financial Advisor, Ameriprise Financial Services, LLC
165 Main St, Damariscotta, ME
04543, United States
Frequently Asked Questions About Lev Davis Jr - Financial Advisor, Ameriprise Financial Services, LLC
Who is Lev Davis Jr and what services does he offer at Ameriprise Financial Services?
Lev Davis Jr is a financial advisor with Ameriprise Financial Services, LLC in Damariscotta, ME. He offers services including investment management, wealth preservation, retirement planning, insurance, and estate planning strategies.
Where is Lev Davis Jr's Ameriprise Financial Services office located?
The office is located at 165 Main St, Suite 2D, Damariscotta, ME 04543, USA.
How can I contact Lev Davis Jr for financial advisory services?
You can contact Lev Davis Jr by phone at +1 207-563-8899 or via email at Lev.Davis@ampf.com.
Does Lev Davis Jr offer online appointments for financial planning?
Yes, Lev Davis Jr offers online appointments as well as onsite services.
What types of financial planning specialities does Lev Davis Jr focus on?
His specialties include investment management, wealth preservation, intergenerational planning, family finances, social security retirement benefits, retirement planning, insurance, estate planning, and retirement plan distribution.
Where can I find more information or book a consultation with Lev Davis Jr?
More information and appointment bookings are available via the website https://www.ameripriseadvisors.com/Lev.Davis/ or the contact page https://www.ameripriseadvisors.com/Lev.Davis/contact.
What nearby dining options are available close to Lev Davis Jr’s office for clients to visit before or after their appointment?
Nearby dining options include Waltz Soda Fountain (an American restaurant and ice cream shop), Mediterranean Kitchen (Mediterranean cuisine), Barn Door Cafe (coffee shop and bakery), Damariscotta River Grill (American and seafood), Oysterhead Pizza, and Bred in the Bone (Mediterranean restaurant).
Are there convenient transportation options near Lev Davis Jr's office for visitors arriving from outside the area?
Yes, the Greyhound Bus Station is nearby, providing bus travel services, which can help visitors reach the office conveniently.
What nearby amenities might clients use when visiting Lev Davis Jr for financial advising?
Clients can use the United States Postal Service and the local Post Office nearby for mailing needs, and visit Renys department and discount store for shopping. For cultural engagement, clients can check out the Lincoln Theatre cinema or the local art galleries like Sarah Lynn Richards and River Arts Inc.