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 Albuquerque, NM area, Dona Lee Walton 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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Dona Lee Walton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Dona Lee Walton - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Dona Lee Walton offer as a financial advisor?
Dona Lee Walton specializes in retirement planning, wealth preservation, investment management, retirement income strategies, Social Security benefits, executive compensation, tax planning, and saving for education.
Where is Dona Lee Walton's office located?
The office is located at 6501 Wyoming Blvd NE, Bldg E, Albuquerque, NM 87109, USA.
What are the office hours for Dona Lee Walton's financial advisory services?
The office is open Monday through Thursday from 9:00 AM to 4:00 PM and closed on Fridays, Saturdays, and Sundays.
How can I get in touch with Dona Lee Walton?
You can contact Dona Lee Walton by phone at +1 505-954-1563 or email at dona.l.walton@ampf.com.
Does Dona Lee Walton offer online appointments?
Yes, online appointments are available in addition to onsite services.
Where can I find more information or book a consultation with Dona Lee Walton?
More information and appointment bookings are available at https://www.ameripriseadvisors.com/dona.l.walton/contact.
Which professional associations is Dona Lee Walton affiliated with?
She is affiliated with CFP (Certified Financial Planner) and APMA.
What nearby places can I visit before or after my financial consultation?
You might enjoy dining at India Grill or Naan and Dosa Indian Cuisine, both Indian restaurants nearby.
Are there any fitness centers close to Dona Lee Walton's office?
Yes, Academy Hills Fitbody Bootcamp, Empower Pilates Studio, and Charger Aquatics gym are nearby and offer various fitness activities.
What financial services are available near Dona Lee Walton's office?
Nearby financial services include Cardinal Financial Company, Leaderone Financial Corporation, Walton & Gallegos Financial Management, and Chrysalis Wealth Management, all offering a range of financial and investment services.