Jay R Leman - Financial Advisor, Ameriprise Financial Services, LLC - Crystal Lake, Illinois
Address: 521 Devonshire Ln Ste B, Crystal Lake, IL 60014.
Phone: 54775507.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
š Location of Jay R Leman - Financial Advisor, Ameriprise Financial Services, LLC
ā° Open Hours of Jay R Leman - Financial Advisor, Ameriprise Financial Services, LLC
- Monday: 9:30āÆAMā5:30āÆPM
- Tuesday: 8:30āÆAMā5:30āÆPM
- Wednesday: 8:30āÆAMā5:30āÆPM
- Thursday: 8:30āÆAMā5:30āÆPM
- Friday: 8:30āÆAMā3āÆPM
- Saturday: 9:30āÆAMā12āÆPM
- Sunday: Closed
Okay, hereās a detailed overview of Jay R Leman, a Financial Advisor with Ameriprise Financial Services, LLC, presented in a formal and approachable style, formatted for readability and incorporating the requested information:
Jay R Leman ā Your Partner in Financial Wellbeing
For individuals and families seeking expert guidance in managing their finances and achieving their long-term goals, Jay R Leman offers comprehensive financial planning and investment services through Ameriprise Financial Services, LLC. Mr. Leman is dedicated to providing personalized solutions tailored to each clientās unique circumstances and aspirations.
Location and Contact Information: Jay R Leman is strategically located at 521 Devonshire Ln Ste B, Crystal Lake, IL 60014. Clients can easily reach him by phone at 54775507. His official website, ameripriseadvisors.com, provides access to valuable resources and further details about his services.
Key Specializations: Mr. Lemanās primary focus revolves around:
- Financial Planning: He assists clients in developing holistic financial plans encompassing retirement planning, education funding, estate planning, and insurance strategies.
- Investment Services: Leveraging Ameripriseās extensive investment platform, Mr. Leman helps clients build and manage diversified portfolios aligned with their risk tolerance and investment objectives.
Client Experience & Accessibility: Currently, Jay R Lemanās Google My Business profile reflects a lack of customer reviews (0 reviews, with an average opinion of 0/5). However, Ameriprise Financial Services, LLC, prioritizes client convenience and accessibility. Clients can schedule online appointments for flexible and efficient meetings. Additionally, onsite services are available, ensuring a comfortable and professional environment. The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and seating, along with a restroom for client comfort.
Important Note: Appointments are recommended to ensure dedicated time and attention to each clientās needs.
| Service Offered | Description |
|---|---|
| Financial Planning | Comprehensive planning for retirement, education, and estate goals. |
| Investment Services | Portfolio construction and management using Ameripriseās resources. |
| Online Appointments | Convenient scheduling for remote meetings. |
Concluding Recommendation: While a limited number of reviews are currently available, Jay R Lemanās credentials as a Financial Advisor within Ameriprise Financial Services, LLC, combined with his commitment to client service and accessibility, make him a potentially valuable resource. We strongly encourage anyone seeking professional financial guidance to explore his offerings further. To learn more about his approach, discuss your financial goals, and schedule a consultation, we recommend visiting his website: ameripriseadvisors.com.
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