Certified by Lee Kalotta - Financial 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 Oakbrook Terrace, IL area, Lee Kalotta 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 Lee Kalotta - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Lee Kalotta - Financial 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 Lee Kalotta - Financial Advisor, Ameriprise Financial Services, LLC
What services does Lee Kalotta - Financial Advisor, Ameriprise Financial Services, LLC offer?
Lee Kalotta offers financial planning, cash flow management strategies, and family finance services to help clients reach their financial goals.
Where is Lee Kalotta - Financial Advisor located?
The office is located at 1 Tower Ln, Ste 2160, Oakbrook Terrace, IL 60181, USA.
How can I contact Lee Kalotta - Financial Advisor?
You can reach Lee Kalotta by phone at +1 708-864-4825 or by email at Lee.Kalotta@ampf.com.
Does Lee Kalotta offer online appointments?
Yes, Lee Kalotta offers online appointments for your convenience.
Is there onsite service available at Lee Kalotta's office?
Yes, onsite services are available at the Lee Kalotta office.
What is the best way to make an appointment with Lee Kalotta?
Appointments can be made by visiting the contact page at https://www.ameripriseadvisors.com/Lee.Kalotta/contact.
Are there financial services near Lee Kalotta's office?
Yes, nearby financial service providers include Landmark Wealth Group, Edelman Financial Engines, IHT Wealth Management, and Nastali Financial Services.
Can I find insurance agencies near Lee Kalotta's location?
Yes, nearby insurance agencies include Mark McDonald: Independent Insurance Agent and Mutual of Omaha Insurance.
What nearby amenities might I explore before or after visiting Lee Kalotta?
Nearby amenities include the Shear Point Tower Salon for beauty services, Sara Lee Frozen Bakery for refreshments, and Lifestart Wellness Network for fitness and wellness.
Where can I find more professional services and marketing agencies near this financial advisor?
Nearby professional services and marketing agencies include Social Integration, AgYield, and Bizzflo.
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Certified August 16, 2026Yext Knowledge Graph
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