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 Warrington, PA area, May Lai 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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May Lai - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About May Lai - Financial Advisor, Ameriprise Financial Services, LLC
What services does May Lai offer as a financial advisor?
May Lai provides services including Charitable Giving, Domestic Partner Planning, and Employee Stock Options, along with specialties such as Retirement Planning, Estate Planning, Tax Planning, Investment Management, and more.
Where is May Lai's financial advisory office located?
The office is located at 865 Easton Rd, Ste 350, Warrington, PA 18976, USA.
What are the office hours for May Lai's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 6:00 PM and closed on Saturdays and Sundays.
Does May Lai offer online or onsite appointments?
Yes, May Lai offers both online appointments and onsite services.
How can I contact May Lai for financial advisory services?
You can contact May Lai by phone at +1 267-483-5500 or via email at may.x.lai@ampf.com.
Does May Lai provide financial advice in languages other than English?
May Lai provides financial advisory services primarily in English.
What is the best way to schedule an appointment with May Lai?
Appointments can be scheduled through the online contact form at https://www.ameripriseadvisors.com/may.x.lai/contact.
What nearby places can I visit before or after my appointment with May Lai?
Nearby places include The Cage Cocktail Bar for drinks or dining, Select Pizza and Grill for American and pizza cuisine, and Warrington Dental Arts for dental services.
Are there other financial service providers near May Lai's office?
Yes, nearby financial service providers include John D Jim - Ameriprise Financial Services, Gerard C Lemly - Ameriprise Financial Services, Anthony J Bruno - Ameriprise Financial Services, and Beacon Bridge Wealth Partners - Ameriprise Financial Services.
How can nearby health services be convenient when visiting May Lai's office?
Nearby health services such as Ellie Mental Health, Shady Grove Fertility, and J. Ryan Martin, M.D. provide convenient access to counseling, fertility treatments, and general medical care if needed during your visit.