Jeffery Wallace
Ameriprise Financial Services, LLC

Tel: (863) 688-6863
1910 Lakeland Hills Blvd
Lakeland, Florida  33805
Jeffery Wallace - Ameriprise Financial Services, LLC | Financial Advisor in Lakeland,Florida

About Jeffery Wallace - Ameriprise Financial Services, LLC

Serving you in these unprecedented times. During the current period of market pressure, were 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, lets talk. Together we can determine what, if any actions, you can take. Were available to connect with you as is most convenient during this time, including by phone or online.

General Information

Services:   Insurance, Tax Planning Strategies, Investments
Specialties:   Insurance, Tax Planning Strategies, Investments, Retirement Planning Strategies, Estate Planning Strategies, Small Business

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

Social Media


* Advisor information is provided in partnership with Yext