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, Lucas Kauffman 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
Lucas Kauffman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lucas Kauffman - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the office hours for Lucas Kauffman's Ameriprise Financial Services in Lancaster, PA?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Lucas Kauffman's Ameriprise Financial Services office located?
The office is located at 1717 Lititz Pike, Lancaster, PA 17601, USA.
What financial specialties does Lucas Kauffman offer?
He specializes in business retirement plans, executive compensation and benefit strategies, tax planning, retirement planning, Social Security benefits, cash flow management, family finances, investments, and insurance.
Is Lucas Kauffman a certified financial planner or hold other professional certifications?
Yes, Lucas Kauffman holds multiple professional associations including CFP, BFA, CRPS, AWMA, and APMA.
Can I schedule an appointment with Lucas Kauffman online?
Yes, appointments can be scheduled through the online reservation link provided on his website.
What languages does Lucas Kauffman speak in his financial advisory practice?
He offers services in English.
Does Lucas Kauffman offer online appointments?
Yes, he offers online appointments as well as onsite financial advisory services.
What nearby financial advisors or services are located close to Lucas Kauffman's office?
Nearby financial advisors include Cindy Beyerlein, Jim Davis, Jonas Kauffman, Elizabeth Durand, Lon Jury, Tim Nuttle, Scott Bechtold, and the Sylvan Capital Advisors firm, all of which provide services in financial planning and advising.
Are there any nearby insurance agencies close to Lucas Kauffman's office?
Yes, nearby insurance agencies include The Summit Firm, Inc. and Forbes Insurance Agency, which can provide additional insurance options and support.
What other nearby businesses or amenities might clients want to visit when coming to Lucas Kauffman's office?
Clients may also find nearby amenities such as Liang EyeCare and Yealy Eye Care of Lancaster for eye health, Orangetheory Fitness for workouts, and sweetFrog Premium Frozen Yogurt for treats, which can be convenient to combine with a visit to the financial advisor.