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 Greenville, SC area, Lee Bugay 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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Lee Bugay - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lee Bugay - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial planning services does Lee Bugay offer?
Lee Bugay specializes in tax planning strategies, sustainable and responsible investing, charitable giving, retirement planning strategies, and estate planning strategies.
Where is Lee Bugay - Private Wealth Advisor located?
The office is located at 803 Roper Creek Dr, Greenville, SC 29615, United States.
How can I contact Lee Bugay for a financial consultation?
You can call +18642923770 or email John.L.Bugay@ampf.com to schedule a consultation.
Does Lee Bugay offer online and onsite appointments?
Yes, Lee Bugay offers both online and onsite financial advisory appointments.
What professional credentials does Lee Bugay hold?
Lee Bugay holds CFP (Certified Financial Planner) and MBA credentials.
Where can I find more information about Lee Bugay's professional background?
More information is available on Lee Bugay's LinkedIn profile at https://www.linkedin.com/in/leebugay and FINRA's BrokerCheck website.
What nearby law firm could assist me with personal injury legal services?
Julian Cabra Law Firm near Lee Bugay offers lawyer and personal injury legal services that you might find helpful.
Are there other financial service advisors near Lee Bugay's office?
Yes, nearby financial service advisors include Jim Barnes - Ameriprise Financial Services, LLC and Van Matthews - Ameriprise Financial Services, LLC, as well as the Bugay, Watson and Associates financial advising team.
What real estate services are available near Lee Bugay's office?
Nearby real estate services include Amy McMahan, Realtor at Prime Realty, Chelsi McCoy Realtor Prime Realty, Lewis Auctions, and Prime Realty, which could assist you with buying or selling properties.
If I want to combine financial planning with marketing support, which nearby business could assist me?
Get Stoked Marketing and 3Fold Agency near Lee Bugay specialize in marketing, advertising, and web design services that can complement your financial planning needs.