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 Southaven, MS area, David L James 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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David L James - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David L James - Financial Advisor, Ameriprise Financial Services, LLC
What types of financial strategies does David L James specialize in?
David L James specializes in estate planning strategies, retirement planning strategies, women's financial strategies, wealth preservation strategies, retirement plan distribution, and retirement income strategies.
Where is David L James - Financial Advisor located?
The office is located at 5740 Getwell Rd, Bldg 12 Ste B, Southaven, MS 38672, USA.
What are the office hours for David L James - Financial Advisor?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with David L James?
You can schedule an appointment through the contact page at https://www.ameripriseadvisors.com/david.l.james/contact or by calling +1 662-536-1955.
Does David L James offer online and onsite financial advisory services?
Yes, David L James offers both online appointments and onsite services.
What is the best way to contact David L James via email?
You can reach David L James by email at david.l.james@ampf.com.
Is David L James affiliated with any professional associations?
Yes, David L James is associated with CFP (Certified Financial Planner).
Are there mortgage lenders near David L James' office that clients could use for home financing?
Yes, nearby mortgage lenders include Desoto Home Mortgage - Brad Walker, Pinnacle Financial Partners, Home Mortgage Corp. - Brad Walker, and Kim Stewart who also offers insurance and loans.
What nearby services might be helpful for clients visiting David L James for financial planning?
Clients can access related services nearby such as McIngvale CPA Firm for accounting and legal advice, Nikki Rowland - Real Estate Agent for property matters, and Express Employment Professionals for employment services.
Are there any medical or wellness centers close to David L James' office that clients could visit?
Yes, nearby medical and wellness facilities include Toyos Clinic (eye care), Wellness Clinic, Getwell Chiropractic, and The Women's Clinic at the Grove.