Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial and Investment Services in Mankato, MN

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Financial and Investment Services

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Company Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Location

1930 Premier Dr,
Mankato , MN 56001 UNITED STATES

About Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mankato, MN area, Jim Lewis will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Photos

Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Reviews

Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC 507-625-9050
1930 Premier Dr,
Mankato , MN 56001 UNITED STATES
$
Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Associations

    CFP
    CRPC

Specialties

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Languages

  • English

Detail information

Company name
Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC
Category
Financial and Investment Services
Rating
Not Rated
Email
james.r.lewis@ampf.com
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Jim Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

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