Charles C Lee - Ameriprise Financial Services, LLC

(on central expy)
Financial and Investment Services in Richardson, TX
Financial and Investment Services

Location

2435 N Central Expy
Richardson, TX
75080

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Charles C Lee - Ameriprise Financial Services, LLC Photo Charles C Lee - Ameriprise Financial Services, LLC Photo

Services

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options

Latest

A year from now, you’ll be glad you remained focused on your long-term goals today. Verus Wealth Advisors are here to help you stay on track. Connect with us and visit us at veruswealthadvisors.com!
We are proud to announce that our advisor, Brian Langford was recently recognized as a 2020 Million Dollar Round Table Top of the Table member. Congratulations Brian!
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Today is the day! In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal. Be sure to check it out! AMERIPRISE.COM Videocast: Election impacts for investors
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. To see more insights like this, tune in to our videocasts tomorrow, Oct. 15, at VerusWealthAdvisors.com! AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
Mark your calendars! This Thursday, October 15th, two new videocasts will be available on our website — one preceding and one following the national election to help you understand how the U.S. presidential election cycles can influence stock prices over the near term. Hear expert insights on drivers of the economy and capital markets at VerusWealthAdvisors.com! Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period. NEWSROOM.AMERIPRISE.COM The Country and Investors Await Election Results | Ameriprise Newsroom
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Election Week is Here: How Markets Might React | Ameriprise Newsroom
Can you tell we are excited about today...? We wish you a safe, fun, and spooky Halloween!
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Happy New Year! This Christmas, we supported a family in need with the help of a local charity group, Exponential Power of Women (EXPOW), by buying and wrapping gifts for a very deserving family. We provided gifts they wanted and needed, and we feel so grateful to have been able to help! We hope you and your family had a holiday season filled with love and happiness, and we look forward to spending 2021 with you!

Information

Company name
Charles C Lee - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Charles C Lee - Ameriprise Financial Services, LLC in Richardson TX?
    You can reach them at: 972-398-8599. It’s best to call Charles C Lee - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Charles C Lee - Ameriprise Financial Services, LLC on central expy in Richardson?
    Charles C Lee - Ameriprise Financial Services, LLC is located at this address: 2435 N Central Expy Richardson, TX 75080.