David Lewis Martinez - Ameriprise Financial Services, LLC

(on bluffstone)
Financial and Investment Services in Austin, TX
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

8500 Bluffstone Cv
Austin, TX
78759

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

David Lewis Martinez - Ameriprise Financial Services, LLC Photo David Lewis Martinez - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Latest

Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
Our digital tools enable anytime, anywhere access to your goals and investments, so you’ll always know where you stand.
What do you want to achieve today and tomorrow? Our work together to help you reach your financial goals is ongoing – we are committed to connecting regularly on a schedule that works best for you.
Track your progress towards your financial goals – online. Get started by logging into the secure site on ameriprise.com.
How much risk are you comfortable with in your investments? It’s important your portfolio has a mix of investments based on your goals and risk profile. In this market, many people are re-assessing their risk tolerance. Let’s set up a virtual 30-minute meeting to check yours.
Your goals are unique – and your financial advice should be no different. Let’s set up a virtual 30-minute meeting to discuss what’s most important to you. We can work together to help you make progress toward achieving your goals in this challenging environment.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.

Information

Company name
David Lewis Martinez - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for David Lewis Martinez - Ameriprise Financial Services, LLC in Austin TX?
    You can reach them at: 512-795-0062. It’s best to call David Lewis Martinez - Ameriprise Financial Services, LLC during business hours.
  • What is the address for David Lewis Martinez - Ameriprise Financial Services, LLC on bluffstone in Austin?
    David Lewis Martinez - Ameriprise Financial Services, LLC is located at this address: 8500 Bluffstone Cv Austin, TX 78759.
  • What are David Lewis Martinez - Ameriprise Financial Services, LLC(Austin, TX) store hours?
    David Lewis Martinez - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.