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 Richardson, TX area, Charles C Lee 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
Charles C Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
2435 N Central Expy, Richardson, TX
75080, United States
Hours
Frequently Asked Questions About Charles C Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the office hours of Charles C Lee - Private Wealth Advisor in Richardson, TX?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
What types of financial services does Charles C Lee offer?
Services include charitable giving, domestic partner planning, employee stock options, and expertise in estate planning, wealth preservation, retirement and tax planning, executive compensation, and investments.
Where is Charles C Lee's office located?
The office is located at 2435 N Central Expy, Ste 870, Richardson, TX 75080.
Can I schedule an appointment online with Charles C Lee?
Yes, online appointments can be scheduled via the website at ameripriseadvisors.com/charles.c.lee/contact.
Is Charles C Lee's office accessible for onsite consultations?
Yes, the office offers onsite services and online appointments for convenience.
What languages are spoken by Charles C Lee?
English is the primary language spoken.
Are there other financial advisors near Charles C Lee's office in Richardson?
Yes, nearby financial advisors include Brian Langford and Terry D Doyle, both with Ameriprise Financial Services, providing additional options for clients in the area.
What nearby services can help if I need home or office cleaning after a financial meeting in Richardson?
SERVPRO of Richardson and Buildingstars Commercial Cleaning Solutions of Dallas offer cleaning and restoration services nearby, useful if you require post-meeting cleaning or restoration.
Are there nearby mortgage lending services near Charles C Lee's office?
Yes, Guidance Residential LLC and NRL Mortgage provide mortgage lending and brokerage services close by, which could assist clients seeking home financing.
How might clients combine visits to Charles C Lee with other services in the area?
Clients can visit Charles C Lee for financial planning and then consult with nearby professionals such as Fraser Real Estate Marketing for property marketing or Lawson and Company CPAs for accounting and trusts, all located conveniently in Richardson.