Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC 16220 North Scottsdale Road, Scottsdale, AZ 85254
About the Business
Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States, is a prestigious finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Geoffrey Lee are highly skilled and knowledgeable in areas such as asset management, estate planning, retirement planning, investment strategies, and risk management. Whether you are a retiree, small business owner, or high net worth individual, the team at Geoffrey Lee can provide you with expert advice and personalized financial solutions. With a focus on ethical practices and ongoing education, the advisors at Geoffrey Lee are committed to helping their clients achieve their financial goals and secure their future. Whether you are planning for retirement, navigating a divorce, or looking to maximize the value of your business, the team at Geoffrey Lee is here to help you every step of the way.
Photos
Location & Phone number
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- 401(K) And 403(B) Planning
- Asset Allocation
- Asset Management Services
- Asset Protection
- Business Succession Planning
- Business Valuation
- Divorce Financial Planning
- Estate Planning
- Estate Tax Planning
- Family Office Services
- Financial Advisory Services
- Financial Independence
- Financial Literacy
- Financial Planning
- Generational Wealth Planning
- High Net Worth Individual
- Individual Retirement Accounts (Iras)
- Inheritance Planning
- Investment Advice
- Investment Risk Management
- Investment Strategies
- Investment Strategies For High Net Worth Individuals
- Long Term Care Planning
- Philanthropic Giving
- Portfolio Management
- Private Wealth Advisor
- Private Wealth Management
- Qualified Employer Sponsored Plans
- Retiree Financial Solutions
- Retirement Income Planning
- Retirement Planning
- Risk Management
- Small Business Finance
- Small Business Retirement Plans
- Tax Efficient Investing
- Tax Planning
- Wealth Advisor Services
- Wealth Creation
- Wealth Management
- Wealth Preservation
- Wealth Transfer
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