Certified by Lee Petersen - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningAmeriprise
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 Meredith, NH area, Lee Petersen 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 Petersen - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Lee Petersen - Private Wealth 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 Petersen - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Lee Petersen offer at Ameriprise Financial Services?
Lee Petersen provides financial planning services including retirement income strategies, insurance, retirement planning, investments, estate planning, wealth preservation, and tax planning.
Where is Lee Petersen's office located?
The office is located at 14 Plymouth St Level 1, Meredith, NH 03253, United States.
How can I contact Lee Petersen at Ameriprise Financial Services?
You can contact Lee Petersen by phone at +1 603-227-6139 or by email at lee.a.petersen@ampf.com.
Does Lee Petersen offer online or onsite appointments?
Yes, Lee Petersen offers both online and onsite appointments.
Can I find more information about Lee Petersen's professional credentials?
Additional information is available at FINRA's BrokerCheck website.
How can I book a consultation with Lee Petersen?
You can book a consultation through the reservation link on their website at https://www.ameripriseadvisors.com/team/lpm-advisory-group/contact.
What nearby financial advisors are located close to Lee Petersen's office?
Nearby financial advisors include Robert Kennelly and Jacqueline Taylor, both providing financial advising services in Meredith, NH.
Are there dining options near Lee Petersen's office for clients to visit?
Yes, clients can visit nearby dining spots such as George's Diner, Breeze by the Bay, The Lakeview Tavern, and Sunshine and Pa's to enjoy meals before or after their appointments.
What wellness or relaxation services are available around the office location?
Nearby wellness options include Inner Peace Massage & Meditation, Ancient Willow Herbal Body Care & Lore, BeYoutiful Wellness Suites, SA Esthetics, and Castle Nails and Spa for massage, beauty, and spa services.
Are there additional professional services around Lee Petersen's location?
Yes, near Lee Petersen's office, there are services such as Boutin Lowman PLLC for legal services, Blue Water Mortgage for mortgage brokering, and various real estate agents like Governors Island NH Real Estate and Four Seasons Sotheby's International Realty.
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Certified August 16, 2026Yext Knowledge Graph
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