Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California

When seeking financial guidance, Kelly C Lee stands out as a dedicated Financial Advisor at Ameriprise Financial Services, LLC, located at 1 S Almaden Blvd Ste 810, San Jose, CA 95113, United States. With a focus on providing personalized financial planning and investment services, Kelly is equipped to help individuals navigate the complex world of finance.

For those looking to connect with Kelly, the contact information is readily available. You can reach out via phone at 408-918-5300, or visit her professional online profile at ameripriseadvisors.com, where detailed information about her services can be found.

Kelly's specialties include Financial Planner services and Investment Services. Given her expertise, clients can expect comprehensive advice tailored to their unique financial situations. For those seeking convenience, Kelly offers both Online Appointments and On-site Services, ensuring flexibility for her clients.

The office at 1 S Almaden Blvd is wheelchair-accessible, with features including wheelchair-accessible parking, seating, and restroom facilities. This makes the experience comfortable for everyone, regardless of mobility.

It's noteworthy that Kelly recommends scheduling appointments in advance to ensure optimal time management for both the advisor and the client. Despite the lack of reviews on Google My Business, with no feedback available, it's crucial for potential clients to seek out more reviews or directly inquire about her services and approach.

The average opinion on her services currently stands at 0/5, which is a cause for concern and might warrant further investigation into her methods and client experiences before making a decision. However, this doesn't necessarily reflect the quality of her work, as individual experiences can vary widely.

For anyone considering financial planning or investment advice, Kelly C Lee offers a professional touch with the potential to guide you towards your financial goals. If you're in the San Jose area and looking to take control of your financial future, visiting her website ameripriseadvisors.com is highly recommended. There, you can learn more about her services, read more detailed profiles, and even book a consultation to discuss your financial objectives in depth.

Remember, taking the first step towards financial clarity and security can be as simple as reaching out to a professional. Don't hesitate to contact Kelly through her website or directly to begin your journey towards financial peace of mind.