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 Lancaster, PA area, Jim Davis 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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Jim Davis - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jim Davis - Financial Advisor, Ameriprise Financial Services, LLC
What services does Jim Davis - Financial Advisor at Ameriprise Financial Services, LLC offer?
Jim Davis offers estate planning strategies, retirement planning strategies, and saving for education.
What are the business hours for Jim Davis - Financial Advisor?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Jim Davis - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 1717 Lititz Pike, Lancaster, PA 17601, USA.
How can I contact Jim Davis - Financial Advisor at Ameriprise Financial Services?
You can reach Jim Davis by phone at +1 570-724-5090 or via email at james.e.davis@ampf.com.
Does Jim Davis - Financial Advisor offer online or onsite appointments?
Yes, Jim Davis offers both online and onsite appointments for client convenience.
Which professional certifications does Jim Davis hold?
Jim Davis holds CFP (Certified Financial Planner) and AIF (Accredited Investment Fiduciary) certifications.
Where can I find more information or verify credentials of Jim Davis?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.
What nearby financial advisors or services are located close to Jim Davis's office?
Nearby financial advisors include Tim Nuttle, Lon Jury, Jonas Kauffman, Scott Bechtold, Cindy Beyerlein, Elizabeth Durand, and Lucas Kauffman all with Ameriprise, as well as Sylvan Capital Advisors.
Are there nearby insurance agencies or related services near Jim Davis's office?
Yes, Forbes Insurance Agency and The Summit Firm, Inc. are nearby insurance agencies close to Jim Davis's office.
What other local amenities can a client consider visiting near Jim Davis’s office?
Clients can visit Liang EyeCare, Yealy Eye Care of Lancaster, Orangetheory Fitness gym, sweetFrog Premium Frozen Yogurt, and St Andrew Ukrainian Catholic Church nearby.