Lee Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC
7979 East Tufts Avenue, Denver, CO 80237
About the Business
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Lee Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 7979 East Tufts Avenue in Denver, Colorado, is a finance institution offering a range of specialized certifications and designations to ensure the highest level of expertise and service for their clients. Lee Davis holds 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning areas including asset management, retirement planning, estate planning, investment management, and specialized services for specific demographics such as seniors, veterans, and individuals with special needs. Lee Davis and the team at Ameriprise Financial Services, LLC are committed to providing comprehensive and personalized financial solutions for their clients.
Photos
Location & Phone number
7979 E Tufts Ave UNIT 715, Denver, CO 80237, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 12:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Aams Certification
- Adpa Certification
- Aep Certification
- Aif Certification
- Apma Certification
- Asset Management
- Asset Protection
- Awma Certification
- Behavioral Finance
- Behavioral Finance Advisor
- Certified Divorce Financial Analyst
- Certified Estate Planner
- Certified Exit Planning Advisor
- Certified Financial Planner
- Cfa Certification
- Cfp Certification
- Charitable Giving
- Chartered Financial Consultant
- Chartered Special Needs Consultant
- Divorce Financial Planning
- Estate And Trust Planning
- Estate Planning
- Estate Planning For High Net Worth Individuals
- Estate Tax Planning
- Exit Planning
- Family Financial Planning
- Family Office Services
- Financial Advisor
- Financial Legacy Planning
- Financial Planning
- Financial Risk Assessment
- Generational Wealth
- Income Replacement Strategies
- Inheritance Planning
- Insurance Planning
- Investment Diversification
- Investment Management
- Investment Strategy
- Legacy Planning
- Long-Term Care
- Long-Term Care Planning
- Military Financial Planning
- Philanthropy
- Private Client Wealth Management
- Private Wealth Advisor, Ameriprise Financial Services, Llc
- Private Wealth Manager
- Retirement Income Planning
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Senior Financial Planning
- Special Needs Planning
- Tax Planning
- Tax-Efficient Investing
- Veterans Financial Planning
- Wealth Management
- Wealth Transfer Planning
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