Certified by Joshua J Lake - 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 Ottawa, OH area, Joshua J Lake 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
Location
Certified by Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
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 Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Joshua J Lake - Private Wealth Advisor offer?
Joshua J Lake offers estate planning strategies, investment management, retirement planning strategies, tax planning strategies, and wealth preservation strategies as a private wealth advisor.
Where is Joshua J Lake - Private Wealth Advisor located?
The office is located at 133 Court St, Ste 208B, Ottawa, OH 45875, USA.
How can I contact Joshua J Lake for financial advisory services?
You can contact Joshua J Lake by phone at +1 419-615-6014 or via email at joshua.j.lake@ampf.com.
Does Joshua J Lake offer online appointments?
Yes, online appointments are available with Joshua J Lake.
Can I visit Joshua J Lake's office in person?
Yes, on-site services are offered at Joshua J Lake's office in Ottawa, OH.
What is the best way to schedule an appointment with Joshua J Lake?
Appointments can be scheduled online through the contact page at https://www.ameripriseadvisors.com/joshua.j.lake/contact.
Which nearby financial services could be relevant to visitors of Joshua J Lake's office?
Beyond Wealth Advisors - Ameriprise Financial Services is a nearby financial service located close to Joshua J Lake's office, potentially aiding clients with additional financial support.
Are there any nearby places where I can get professional photography or design services?
Yes, Rebecca Maag Photo and Design offers professional photography and graphic design services near Joshua J Lake's location.
What entertainment options are available near Joshua J Lake's office?
You can visit Art Me! a Traveling Paint & Party Studio nearby for arts and entertainment activities.
Where can I grab a bite to eat near Joshua J Lake's office in Ottawa, OH?
Nearby dining options include City Bakery Ottawa for baked goods, Pizzeria for pizza, and Knueven Creamery & Market for ice cream and casual dining.
Brand Certified Facts from Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
This information is certified by Joshua J Lake - Private Wealth 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
Address
Categories
Geo coordinates
Legal business name
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: