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 Marietta, OH area, Brian Lake 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
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
Wheelchair accessible seatingAvailable
Location
Brian Lake - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Brian Lake - Financial Advisor, Ameriprise Financial Services, LLC
What services does Brian Lake provide as a financial advisor?
Brian Lake specializes in wealth preservation, retirement income and planning strategies, estate and tax planning, sustainable investing, and family finances.
Where is Brian Lake's office located?
The office is located at 200 Putnum St, Ste 606, Marietta, OH 45750, USA.
How can I contact Brian Lake's office?
You can contact Brian Lake by phone at +1 740-236-4900 or via email at brian.c.lake@ampf.com.
Does Brian Lake offer online appointments?
Yes, Brian Lake offers online appointments for client convenience.
Is the office wheelchair accessible?
Yes, the office has wheelchair accessible entrances, seating, and restrooms.
Where can I find more information about Brian Lake's professional background?
More information is available on Brian Lake's LinkedIn profile at https://www.linkedin.com/in/brianlake and on FINRA's BrokerCheck website.
What nearby places could I visit before or after a meeting with Brian Lake?
Nearby places include Andy's Toy Chest for shopping and toys, Little Bee Photography for professional event photography, and Treadway Therapeutic Massage and Wellness for relaxation and massage therapy.
Are there other financial services near Brian Lake's office?
Yes, Great Lakes Advisor Group - Ameriprise Financial Services and several insurance agencies like Brannan Insurance Agency and Hayes Insurance Agency Inc are nearby for additional financial services.
What wellness and spa options are near Brian Lake's office?
Clients can visit local wellness centers such as Tranquil Intentions, POSH Dayspa, The Wellness Retreat, and Emily West for massage therapy, spas, and yoga.
How can I schedule an appointment with Brian Lake?
Appointments can be scheduled online through Brian Lake's contact page at https://www.ameripriseadvisors.com/brian.c.lake/contact.