Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Marion, OH area, Kevin Lehman 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
Kevin Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC
255 Executive Drive, Marion, OH
43302, United States
Hours
Frequently Asked Questions About Kevin Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kevin Lehman - Private Wealth Advisor offer?
Kevin Lehman offers financial services including Executive Compensation and Benefit Strategies, Tax Planning Strategies, Estate Planning Strategies, Investments, Retirement Planning Strategies, Retirement Income Strategies, Insurance, Charitable Giving, and Wealth Preservation Strategies.
Where is Kevin Lehman's office located?
The office is located at 255 Executive Drive, Marion, OH 43302, United States.
What are the office hours for Kevin Lehman's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Can I schedule an appointment online with Kevin Lehman?
Yes, online appointments can be scheduled through the contact page at https://www.ameripriseadvisors.com/kevin.a.lehman/contact.
Is Kevin Lehman affiliated with any professional associations?
Yes, Kevin Lehman is associated with CFP, CRPC, and APMA.
What languages are spoken at Kevin Lehman's office?
English is spoken at the office.
How can I contact Kevin Lehman directly?
You can contact Kevin Lehman by phone at +1 740-387-8402 or by email at kevin.a.lehman@ampf.com.
What nearby financial advisors are located close to Kevin Lehman's office?
Nearby financial advisors include Eric Esposito - Private Wealth Advisor, Lehman Capital Management Group, Thomas Kenney, and John Viers, all also part of Ameriprise Financial Services.
What medical or dental facilities are near Kevin Lehman's office that clients might visit?
Nearby medical and dental facilities include Bethany Crawford (orthodontist and dentist), Crawford Orthodontics, Marion Oral Surgery Specialists, and Young Smiles Dental.
Are there any addiction treatment or rehabilitation centers near the financial office?
Yes, Alpha Addiction Advocates Treatment Center and Marion Manor Skilled Nursing and Rehabilitation Center are nearby and can be useful resources for clients or family members in need.