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Charles C Lee
Ameriprise Financial Services, LLC

Tel: (972) 398-8599
2435 N Central Expy
Ste 870
Richardson, Texas  75080
Charles C Lee - Ameriprise Financial Services, LLC | Financial Advisor in Richardson,Texas

About Charles C Lee - Ameriprise Financial Services, LLC

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. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.


General Information

Services:   Charitable Giving, Domestic Partner Planning, Employee Stock Options
Specialties:   Estate Planning Strategies, Wealth Preservation Strategies, Retirement Income Strategies, Tax Planning Strategies, Executive Compensation and Benefit Strategies, Investments, Retirement Planning Strategies, Social Security Retirement Benefits, Retirement Plan Distribution, Domestic Partner Planning

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