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, Lauren Morgan 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.
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Lauren Morgan - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lauren Morgan - Financial Advisor, Ameriprise Financial Services, LLC
What services does Lauren Morgan - Financial Advisor provide?
Lauren Morgan offers financial planning, investment services, and financial advisory focused on women's financial strategies, divorce financial planning, family finances, charitable giving, and intergenerational planning.
Where is Lauren Morgan's office located?
The office is located at 2835 Miami Village Dr, Ste 101, Miamisburg, OH 45342, United States.
What are the working hours of Lauren Morgan - Financial Advisor?
The office is open Monday to 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 schedule an appointment with Lauren Morgan?
You can schedule an appointment via the online reservation link at https://www.ameripriseadvisors.com/Lauren.Morgan/contact or by calling +1 937-312-8172.
Does Lauren Morgan offer online appointments and onsite services?
Yes, Lauren Morgan offers both online appointments and onsite services.
How can I contact Lauren Morgan by email?
You can reach Lauren Morgan by email at Lauren.Morgan@ampf.com.
What professional associations is Lauren Morgan affiliated with?
Lauren Morgan is affiliated with CDFA and APMA professional associations.
What nearby real estate agencies can I visit along with Lauren Morgan's office?
Nearby real estate agencies include Yepsold.com, The Blatt Group - Keller Williams Community Partners, and Cayla's Castles & Cottages, which can be useful for clients looking to coordinate financial planning with real estate needs.
Are there medical services near Lauren Morgan's office for client convenience?
Yes, nearby medical services such as Ms. Medicine Concierge Doctors and Physicians and Beacon Orthopaedics & Sports Medicine offer healthcare options for clients visiting the area.
How do nearby real estate agents like Jeff Kirk Realtor and Chris Ferguson complement Lauren Morgan's financial advisory services?
Real estate agents like Jeff Kirk Realtor and Chris Ferguson near Lauren Morgan's office can assist clients with property transactions, making it convenient to integrate investment and financial strategies with real estate decisions.