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 Potomac Falls, VA area, Connell 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.
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Connell Lee - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Connell Lee - Financial Advisor, Ameriprise Financial Services, LLC
What services does Connell Lee - Financial Advisor provide?
Connell Lee offers financial services including retirement planning strategies, education planning, investments, retirement income strategies, tax planning, insurance, and estate planning.
Where is Connell Lee - Financial Advisor located?
Connell Lee's office is located at 46175 Westlake Dr, Ste 110, Potomac Falls, VA 20165, USA.
Does Connell Lee offer online or onsite financial advising appointments?
Yes, Connell Lee offers both online appointments and onsite financial advising services.
How can I contact Connell Lee for a financial advisory appointment?
You can contact Connell Lee by calling +1 703-986-3490 or emailing Connell.A.Lee@ampf.com. You can also book an appointment through the online reservation link on the website.
Which professional associations is Connell Lee affiliated with?
Connell Lee is affiliated with the American Personal Financial Advisors (APMA).
What languages does Connell Lee speak?
Connell Lee provides services in English.
Is Connell Lee associated with any regulatory or verification resources?
More information about Connell Lee's credentials is available on FINRA's BrokerCheck website.
How can nearby real estate agents like Gabriela Z Homes and Kevin Castro- VAZE Realty assist me when visiting Connell Lee?
Nearby real estate agents like Gabriela Z Homes and Kevin Castro- VAZE Realty can help you with property buying or selling needs, which can complement your financial planning with Connell Lee, especially if real estate investment is part of your strategy.
What financial services are available around Connell Lee's office besides his own?
Nearby financial services include Tony Marx - Financial Advisor, George Khalsa - Ameriprise Financial Services, and Optimation Investment Management, providing additional financial expertise options for clients.
What healthcare providers near Connell Lee could be useful for families planning their financial and healthcare future?
Nearby healthcare providers such as Palisade Family Dental, Sterling Pediatrics, and WestLake Dental Care are available for family medical and dental care needs that may be considered in comprehensive financial planning.