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 Lake Oswego, OR area, David 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
David Lehman - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Lehman - Financial Advisor, Ameriprise Financial Services, LLC
Who is David Lehman and what services does he offer?
David Lehman is a financial advisor with Ameriprise Financial Services, LLC in Lake Oswego, OR, offering services such as retirement planning, investment management, insurance, and wealth preservation strategies.
Where is David Lehman's office located?
David Lehman's office is located at 5000 Meadows Rd, Ste 450, Lake Oswego, OR 97035, USA.
How can I contact David Lehman for financial advice?
You can contact David Lehman by phone at +1 503-595-2110 or email at david.m.lehman@ampf.com.
Does David Lehman offer online or in-person appointments?
Yes, David Lehman offers both online and onsite services to accommodate your preferences.
Where can I find more information about David Lehman's professional background?
More information is available on his LinkedIn profile at https://www.linkedin.com/in/david-lehman/.
What professional associations is David Lehman affiliated with?
David Lehman is affiliated with CFP (Certified Financial Planner) and APMA (American Private Medical Association).
How can I schedule an appointment with David Lehman?
You can schedule an appointment by visiting the contact page at https://www.ameripriseadvisors.com/team/wealthbridge-advisors/contact.
What nearby real estate agencies are close to David Lehman's office?
Nearby real estate agencies include Oregon Real Estate Experts, LLC - Patrick Bancke President, McDuffee Property Group, Kristal Cinque, Michael De Hetre l Real Estate, and Premiere Property Group, LLC among others.
How might clients benefit from the proximity of other financial advisors like Joshua T Gregory?
Clients can benefit from having multiple Ameriprise advisors nearby for comprehensive financial support and collaborative services.
Are there coworking spaces near David Lehman's office for client meetings or work?
Yes, Bolen Group is a coworking space located nearby that clients or professionals might use for meetings or work sessions.