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Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC

Business Details

505 Pleasant St, St Joseph, MI
49085, United States
(269) 983-7555
https://www.ameripriseadvisors.com/team/wales-wealth-management-group/financial-advice-team/Brian.Lee/

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 St Joseph, MI area, Brian 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
  • Wheelchair accessible entranceAvailable
  • Wheelchair accessible restroomAvailable

Location

Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
505 Pleasant St, St Joseph, MI
49085, United States

Frequently Asked Questions About Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC

Who is Brian Lee and what services does he offer?

Brian Lee is a financial advisor with Ameriprise Financial Services in St Joseph, MI, specializing in retirement planning, wealth preservation, family finances, and tax planning strategies.

Where is Brian Lee's office located?

Brian Lee's office is located at 505 Pleasant St, Ste 200, St Joseph, MI 49085, USA.

Brand Certified Facts from Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC

This information is certified by Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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