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 St Joseph, MI area, Brian Lee 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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Online appointmentsAvailable
Onsite servicesAvailable
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
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Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
Who is Brian Lee and what services does he offer?
Brian Lee is a financial advisor with Ameriprise Financial Services in St Joseph, MI, specializing in retirement planning, wealth preservation, family finances, and tax planning strategies.
Where is Brian Lee's office located?
Brian Lee's office is located at 505 Pleasant St, Ste 200, St Joseph, MI 49085, USA.
How can I contact Brian Lee's office?
You can contact Brian Lee by phone at +1 269-983-7555 or by email at Brian.Lee@ampf.com.
Does Brian Lee offer online appointments?
Yes, Brian Lee offers online appointments for your convenience.
Is Brian Lee's office accessible for people with disabilities?
Yes, the office has wheelchair accessible entrance and restroom facilities.
What professional certifications does Brian Lee have?
Brian Lee holds the CFP (Certified Financial Planner) certification.
Where can I find more information about Brian Lee's professional background?
More information is available on his LinkedIn profile and FINRA's BrokerCheck website.
What nearby financial advisors are located close to Brian Lee's office?
Nearby financial advisors include Steve Dirnberger, Wendy Mitchell, Dana Wales, and the Wales Wealth Management Group, all affiliated with Ameriprise Financial Services.
What dining options are available near Brian Lee's office?
Nearby dining options include Tim's Too (Mongolian restaurant), Nardo's Pizza (pizza and bar), Shue's (American restaurant and steakhouse), Caffe Tosi (cafe and coffee shop), and Kingfisher Cocktails & Tacos (restaurant and cocktail bar).
Are there any nearby services for boating or recreational activities?
Yes, the Freedom Boat Club is nearby, offering community services and boat repair, which might interest customers who enjoy boating activities before or after financial consultations.