Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 1 S Almaden Blvd Ste 810, San Jose, CA 95113
- Phone
- (408) 918-5343
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
About
Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC is a financial planning and investment practice in San Jose, serving clients across Santa Clara County and the wider South Bay. We help individuals and families build clear, practical plans for their financial goals, including investment guidance and long-term planning.
Our approach starts with understanding where you are today and what you want your future to look like, so every recommendation is tailored to your situation. We take the time to explain each step in plain language, so you always know what to expect and why it matters.
Whether you are just starting to invest or are refining a plan you already have, we are here to help you move forward with confidence.
Book a consultation through our contact page to start the conversation.
Our approach starts with understanding where you are today and what you want your future to look like, so every recommendation is tailored to your situation. We take the time to explain each step in plain language, so you always know what to expect and why it matters.
Whether you are just starting to invest or are refining a plan you already have, we are here to help you move forward with confidence.
Book a consultation through our contact page to start the conversation.