Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
505 Pleasant Street, St. Joseph, MI 49085
About the Business
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Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Brian Lee holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and asset management topics, ensuring that clients receive expert advice and guidance. Brian Lee is dedicated to providing comprehensive and personalized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, Brian Lee is well-equipped to help clients achieve their financial goals.
Photos
Location & Phone number
505 Pleasant St Ste 200, St Joseph, MI 49085, 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
- Aams
- Adpa
- Advisor
- Apma
- Asset Management
- Awma
- Behavioral Finance
- Behavioral Financial Advisor
- Business Succession
- Casl
- Cdfan
- Certified Divorce Financial Analyst
- Certified Estate Planner
- Certified Exit Planning Advisor
- Certified Financial Planner
- Certified Investment Management Analyst
- Chartered Financial Analyst
- Cima
- Divorce Financial Analysis
- Estate Planning
- Estate Preservation
- Exit Planning
- Financial Advisor
- Financial Institution
- Financial Planning
- Income Replacement
- Insurance
- Investment Services
- Investment Strategy
- Legacy Planning
- Long Term Care
- Planner
- Portfolio Management
- Retirement Planning
- Risk Management
- Small Business Finance
- Tax Planning
- Wealth Management
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