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 Kalamazoo, MI area, Lisa Pleiness 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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Lisa Pleiness - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lisa Pleiness - Financial Advisor, Ameriprise Financial Services, LLC
Who is Lisa Pleiness and what services does she offer?
Lisa Pleiness is a financial advisor at Ameriprise Financial Services in Kalamazoo, MI, specializing in retirement planning, investments, and insurance.
How can I contact Lisa Pleiness for financial advice?
You can contact Lisa Pleiness by phone at +1 269-329-1683 or by email at Lisa.Pleiness@ampf.com.
Does Lisa Pleiness offer online and onsite appointments?
Yes, Lisa Pleiness offers both online and onsite financial advisory services.
Where is Lisa Pleiness's office located?
Her office is located at 5991 Venture Park Dr, Kalamazoo, MI 49009, USA.
What languages does Lisa Pleiness speak?
Lisa Pleiness provides services in English.
Can I schedule a consultation with Lisa Pleiness online?
Yes, you can schedule a consultation through her contact page at https://www.ameripriseadvisors.com/Lisa.Pleiness/contact.
What nearby financial services are located close to Lisa Pleiness's office?
Nearby financial services include Neal Miedema - Ameriprise Financial Services, LLC, Miedema & Associates - Ameriprise Financial Services, and Jason Reed, which can provide additional financial advising and investment support.
Are there any healthcare providers close to Lisa Pleiness’s office?
Yes, dental and health services nearby include Kenneth A. Goodman DDS, Kalamazoo Smiles, and Willow Path Counseling Services, convenient for clients who may want to combine health and financial planning visits.
What automotive services can I find near the financial advisor's office?
Nearby automotive services include Jaguar Sales & Service, DeNooyer Jaguar, Metro Toyota, and DeNooyer Chevrolet, helpful for clients interested in vehicle financing or insurance.
Is there convenient banking or ATM access near Lisa Pleiness’s location?
Yes, there is a Comerica Bank ATM close by as well as Honor Credit Union, making it easy for clients to manage their banking needs near their financial advisor.