Certified by David Needham - Private Wealth 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 Lake Placid, NY area, David Needham 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 David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
David Needham - 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 David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does David Needham - Private Wealth Advisor offer?
David Needham offers financial planning services including family finances, women's financial strategies, retirement planning, investments, insurance, tax planning, cash flow management, estate planning, and saving for education.
Where is David Needham - Private Wealth Advisor located?
The office is located at 2284 Saranac Ave, Ste 4, Lake Placid, NY 12946, USA.
Can I book an appointment online with David Needham?
Yes, online appointments are available and can be booked through the provided reservation URL.
Does David Needham offer onsite services?
Yes, onsite services are available.
How can I contact David Needham via email or phone?
You can contact him by email at david.p.needham@ampf.com or by phone at +1 518-946-7607.
What is the website to learn more or contact David Needham - Private Wealth Advisor?
You can visit https://www.ameripriseadvisors.com/david.p.needham/contact for more information or to get in touch.
What nearby restaurants can I visit before or after my appointment at David Needham's office?
Nearby dining options include Purple Saige Bistro, Fratellis (pizza and Italian cuisine), Redneck Bistro BBQ & Grill, Villa Vespa Pasta and Sauce Co, Mountain Mist Ice Cream, and Blue Line Creamery for desserts.
Are there any hotels or lodgings near David Needham's office for visitors?
Yes, nearby accommodations include The Pines Inn, Town House Lodge, Black Forest Studio - Lake Placid, and Woodlake Inn, ideal for visitors needing lodging.
What real estate services are located near David Needham's office?
Nearby real estate services include The Keir Weimer Team, Brenda Goulette - Engel & Volkers Lake Placid, and Engel & Völkers Lake Placid Real Estate, providing options for property buying or management.
Are there any banks or financial institutions near David Needham's office?
Community Bank, N.A. is nearby, which can be helpful for clients needing banking services alongside financial advising.
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