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 Henderson, NV area, Geoffrey 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Geoffrey Lee offer as a Private Wealth Advisor?
Geoffrey Lee offers retirement planning strategies, wealth preservation strategies, and tax planning strategies to help clients achieve their financial goals.
What are Geoffrey Lee's office hours?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Geoffrey Lee's office located?
The office is located at 2495 Village View Dr, Ste 200, Henderson, NV 89074, USA.
Does Geoffrey Lee offer online appointments?
Yes, Geoffrey Lee offers online appointments in addition to onsite services.
How can I contact Geoffrey Lee?
You can contact Geoffrey Lee via phone at +1 702-360-0400 or email at geoffrey.b.lee@ampf.com.
Is Geoffrey Lee affiliated with any professional organizations?
Yes, Geoffrey Lee is associated with CFP (Certified Financial Planner) and APMA.
Which languages does Geoffrey Lee speak?
Geoffrey Lee conducts business in English.
What nearby financial advisors or services are close to Geoffrey Lee's office?
Nearby financial advisors include Jana Reddick, Thomas Richard Fitzgerald Jr, Patrick Wainscott, Mike Baumgardner, and Renee Langlois, all providing various financial services.
Are there any nearby insurance agencies around Geoffrey Lee's location?
Yes, there are several nearby insurance agencies including Progressive Insurance - Claims Office, Chris Chino - COUNTRY Financial representative, Patty L. Bain - Country Financial, and Amica Mutual Insurance Company.
What notable nearby places can clients visit before or after their appointment with Geoffrey Lee?
Clients can visit nearby places such as Vegas View Recording Studio for music and comedy events or Dignity Health hospital if medical services are needed nearby.