Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Allen, TX area, James 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
James Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC
700 Central Expy S, Allen, TX
75013, United States
Frequently Asked Questions About James Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is James Lehman and what services does he offer?
James Lehman is a Private Wealth Advisor with Ameriprise Financial Services, LLC, serving clients in Allen, TX. He offers financial planning and investment services including retirement planning strategies, retirement income strategies, and saving for education.
Where is James Lehman's office located?
His office is located at 700 Central Expy S, Suite 380, Allen, TX 75013, USA.
How can I contact James Lehman for a financial consultation?
You can contact James Lehman by phone at +1 972-954-1595 or by email at james.a.lehman@ampf.com. You can also make an appointment through his online reservation link on the Ameriprise website.
Does James Lehman provide online appointments?
Yes, James Lehman offers online appointments as well as onsite services.
What financial associations is James Lehman affiliated with?
James Lehman is affiliated with CRPC (Chartered Retirement Planning Counselor) and AAMS (Accredited Asset Management Specialist).
What languages are supported by James Lehman’s office?
James Lehman’s office supports English language services.
What is the best way to verify the credentials of James Lehman?
You can verify his credentials and background at FINRA’s BrokerCheck website, accessible via the link on his profile.
Are there other financial advisors near James Lehman’s office?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Brian K Hendon, Clint Wammack - Ameriprise Financial Services, LLC, and Edward Jones - Financial Advisor: Stephanie Boch. Customers may consider comparing services or getting referrals among these offices.
What other professional services are located near James Lehman’s office?
Nearby professional services include marketing agencies like M GOLD LLC and Celebration OnPoint, event photography by Nu Vision Solutions LLC, and counseling services such as Storyspace and Foundations Counseling. Clients can access a range of business and personal services conveniently close by.
Are there any useful nearby places for banking or legal services near James Lehman’s office?
Yes, Happy State Bank provides business banking services nearby, and legal assistance is available through The Law Office of Mito Gonzalez and The Collin County Law Group, which can be helpful for clients needing comprehensive financial and legal support.