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 Miamisburg, OH area, Joshua J 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.
Frequently Asked Questions About Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial services does Joshua J Lake offer?
Joshua J Lake offers services including retirement planning strategies, retirement income strategies, and investments.
Where is Joshua J Lake - Private Wealth Advisor located?
The office is located at 2835 Miami Village Dr, Ste 101, Miamisburg, OH, 45342, USA.
What are the office hours of Joshua J Lake's financial advisory services?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Joshua J Lake for financial advice?
You can contact Joshua J Lake by phone at +1 937-312-8172 or email at joshua.j.lake@ampf.com.
Does Joshua J Lake offer online appointments?
Yes, Joshua J Lake offers online appointments as well as onsite services.
Which professional certification does Joshua J Lake hold?
Joshua J Lake is associated with CFP (Certified Financial Planner).
Where can I find more regulatory info about Joshua J Lake?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What real estate agents or services are located near Joshua J Lake's office?
Nearby real estate professionals include Angi Furr - Keller Williams Community Partners, Chris Ferguson - Realtor, Kara Ware kwRealtor, and Kyle Gillen - Gillen Group, Powered by Keller Williams Community Partners.
Are there financial advisory services near Joshua J Lake’s office other than his own?
Yes, nearby financial advisors include Daniel Damore - Ameriprise Financial Services, LLC and Lauren Runyon - Ameriprise Financial Services, LLC.
What medical services are located near Joshua J Lake's office in case clients need them?
Nearby medical professionals include Ms. Medicine Concierge Doctors and Physicians and Nick D Davis.