Certified by Stacey Lee - Associate Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Old Saybrook, CT area, Stacey 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.
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Certified by Stacey Lee - Associate Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Stacey Lee - Associate Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Stacey Lee - Associate Advisor, Ameriprise Financial Services, LLC
What services does Stacey Lee - Associate Advisor at Ameriprise Financial Services offer?
Stacey Lee offers services including investment management, retirement and estate planning strategies, wealth preservation, tax planning, and financial advisory services.
Where is Stacey Lee's Ameriprise Financial Services office located?
The office is located at 205 Old Boston Post Rd, Old Saybrook, CT 06475, USA.
What are the business hours for Stacey Lee's Financial Services office?
The office is open Monday to Friday from 9:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Stacey Lee's Ameriprise Financial Services?
You can contact the office by phone at +1 860-577-7445 or email at stacey.lee@ampf.com.
Does Stacey Lee offer online and onsite appointments?
Yes, Stacey Lee offers both online appointments and onsite services to clients.
Where can I find more professional information about Stacey Lee?
More information is available on Stacey Lee's LinkedIn profile and FINRA's BrokerCheck website.
What nearby financial advisors are located close to Stacey Lee's office?
Nearby financial advisors include Christopher C Coburn, Erica Damon, Janice Reed, Bartley C Damon, and Vince Martino, all affiliated with Ameriprise Financial Services.
Are there any legal services near Stacey Lee's Ameriprise office?
Yes, nearby legal service providers include Gould and Gillin PC, Donlan Sean Attorney, and the Law Office of Raymond J Muratori specializing in areas such as family law and tax law.
What nearby real estate services are available around Stacey Lee's office?
Nearby real estate agents and services include Melissa Chevalley, RE/MAX Valley Shore, Bonnie L. Yackovetsky, Craig Milton, Carol J Gonzalez, Ed Kelley, and Lynn Lehrman.
What local amenities can clients visit before or after their appointment at Stacey Lee's office?
Clients can visit nearby places like Emmanuel Baptist Church for community services or enjoy dining at Rosemary & Sage and Henny Penny restaurants.
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