Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Lewisville, TX area, Steve Namy 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. 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
Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
2681 Macarthur Blvd, Lewisville, TX
75067, United States
Hours
Frequently Asked Questions About Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
What financial services does Steve Namy, Financial Advisor at Ameriprise Financial Services, LLC offer?
Steve Namy specializes in retirement income and planning strategies, wealth preservation, estate planning, investment management, and insurance services.
Where is Steve Namy's office located?
The office is located at 2681 Macarthur Blvd, Ste 306, Lewisville, TX 75067, USA.
What are the office hours for Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Does Steve Namy offer online or onsite financial advisory services?
Yes, Steve Namy offers both online appointments and onsite services to clients.
How can I contact Steve Namy for a consultation?
You can contact Steve Namy by phone at +1 469-778-5670 or email at Steve.Namy@ampf.com. Appointments can be booked online via his Ameriprise advisors website.
Is Steve Namy affiliated with any professional financial organizations?
Steve Namy is a Financial Advisor with CU Wealth Management, a practice of Ameriprise Financial Services, LLC.
What nearby real estate services can I find around Steve Namy's office?
Nearby real estate services include Sumedha Gokhale and Dallas & Beyond Real Estate Group, which can assist clients interested in property investments.
What wellness and health-related businesses are near Steve Namy's office?
Nearby wellness services include Vita Drip and Wellness Spa, Excel Chiropractic, and Savanna Boda Aesthetics, useful for clients seeking health and relaxation before or after financial consultations.
Are there any legal or insurance agencies close to Steve Namy's office that clients might benefit from?
Yes, Korus Legal Law Firm and Nationwide Mutual Insurance Company are nearby, offering complementary services for legal advice and insurance needs.
How can the nearby landmark 'The Pointe at Vista Ridge' be useful for someone visiting Steve Namy's office?
Visitors to Steve Namy's office can enjoy shopping or accommodation options at The Pointe at Vista Ridge, making it convenient for combining financial appointments with leisure activities.