Nolan Hovland - Thrivent

Lee Wealth Management, located in Waterloo, IA, offers a comprehensive range of financial planning services tailored to meet the needs of clients at various stages of their careers, from those just starting out to individuals nearing retirement. Their expertise spans six primary categories, including investment, retirement, risk, education, estate, and business planning strategies. Led by a team of seasoned advisors, including Bradford Lee, Elijah Lee, and Bob Moore, the firm emphasizes a proactive approach to financial management, aiming to build, manage, preserve, and transition wealth effectively. Clients are encouraged to utilize extensive resources, such as newsletters and research reports, to enhance their financial strategies and achieve their goals. Generated from the website

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 Cedar Falls, IA area, Alexandra K Lynch 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.

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 Cedar Falls, IA area, Jessica Purcell 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.