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 New York, NY area, Robert B Lum 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
Robert B Lum - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Robert B Lum - Financial Advisor, Ameriprise Financial Services, LLC
What professional services does Robert B Lum offer as a financial advisor?
Robert B Lum offers financial planning, investment services, wealth preservation strategies, retirement planning, and saving for education among other financial advisory services.
Where is Robert B Lum's financial advisory office located?
The office is located at 530 5th Ave, 10th Floor, New York, NY 10036, United States.
What are the office hours for Robert B Lum - Financial Advisor?
The office is open Monday through Friday from 8:00 AM to 6:00 PM, and closed on weekends.
How can I schedule an appointment with Robert B Lum?
Appointments can be scheduled online through the contact page at https://www.ameripriseadvisors.com/Robert.Lum/contact or by calling +1 917-472-2679.
Does Robert B Lum offer online and onsite financial advisory services?
Yes, Robert B Lum offers both online appointments and onsite financial advisory services.
What languages are spoken by Robert B Lum?
Robert B Lum provides services in English.
Are there other Ameriprise financial advisors near Robert B Lum's office?
Yes, nearby Ameriprise financial advisors include Alan Melamed, Chris LeBeau, Jose Pichardo, Joseph Soranno, and several others.
What nearby amenities can I enjoy before or after visiting Robert B Lum's office?
You can visit nearby places such as Kaffe 1668, a coffee shop, or relax at the Diageo Bar, a cocktail bar close to the office.
Are there notable clothing and retail stores near Robert B Lum's location?
Yes, nearby clothing stores include Desigual, UGG NYC Flagship, and BMT Commodity, allowing for shopping opportunities near the office.
How can nearby financial advisors enhance my experience when visiting Robert B Lum's office?
If Robert B Lum is unavailable, nearby advisors such as Joseph M Sullivan or Rex Coons can provide expert financial consulting within the same network and location area.