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 Mankato, MN area, Jim Lewis 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
Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Jim Lewis provide as a financial advisor?
Jim Lewis offers services including charitable giving, estate planning strategies, and retirement planning strategies to help you achieve your financial goals.
What are the specialties of Jim Lewis at Ameriprise Financial Services?
His specialties include retirement planning strategies, retirement income strategies, retirement plan distribution, Social Security retirement benefits, investment management, tax planning strategies, wealth preservation strategies, and estate planning strategies.
Where is Jim Lewis's office located?
Jim Lewis's office is located at 1930 Premier Dr, Mankato, MN 56001, USA.
What are the business hours for Jim Lewis's office?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is it possible to schedule an appointment online with Jim Lewis?
Yes, you can schedule an appointment online via his contact page at https://www.ameripriseadvisors.com/james.r.lewis/contact.
Which languages does Jim Lewis speak when offering financial advising?
Jim Lewis provides financial advising services in English.
How can I contact Jim Lewis directly?
You can contact Jim Lewis by phone at +1 507-625-9050 or via email at james.r.lewis@ampf.com.
Are there any other financial advisors nearby Jim Lewis's office?
Yes, nearby financial advisors include Patrick Sell - Ameriprise Financial Services, LLC, Dennis Paul - Financial Advisor at Ameriprise Financial Services, and Mary P Thoen - Ameriprise Financial Services, LLC.
What nearby places can I visit for dining or coffee before or after meeting with Jim Lewis?
You can visit Bonfire Mankato for American food or Caribou Coffee for coffee and tea, both located near Jim Lewis's office.
Are there any nearby services related to real estate or legal assistance near Jim Lewis's office?
Nearby services include Fisher Commercial Realtors for real estate needs and Farrish Johnson Law Office for legal services such as wills, trusts, and probate.