James B McLean - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | 9:00am to 12:00pm |
| Sunday | - |
About us
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 Winter Park, FL area, James B McLean 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.
More info available at FINRA's BrokerCheck website
| Associations | MBA, RICP, CLTC |
| Languages | English |
| Specialties | Wealth Preservation Strategies, Retirement Planning Strategies, Retirement Income Strategies, Cash Flow Management Strategies, Retirement Plan Distribution, Family Finances, Saving for Education, Insurance, Investment Management, Small Business, Intergenerational Planning, Investments, Estate Planning Strategies |
| Services | Estate Planning Strategies, Family Finances, Retirement Planning Strategies |
Featured businesses
631 W Morse Bvld., Ste 125, Winter Park, Florida, 32789
(407) 644-1041
174 W Comstock Avenue, Suite 104, Winter Park, Florida, 32792-1004
(407) 975-7526
631 W Morse Blvd, Ste 125, Winter Park, Florida, 32789
(407) 644-1041
631 W Morse Bvd, Ste 125, Winter Park, Florida, 32789
(407) 246-8871
631 W Morse Blvd, Ste 125, Winter Park, Florida, 32789
(407) 644-1041