James Lehman - Ameriprise Financial Advisor

Ameriprise Financial Advisors - Stockton, Wolf & Associates in Plano, TX, is a team of dedicated financial advisors committed to helping clients achieve their financial goals. With over 10,000 advisors to choose from, clients can find an advisor near them to align with their unique financial objectives. Each advisor brings expertise in specific areas, allowing clients to select the best match for their needs. Clients can expect personalized, one-on-one financial advice tailored to their goals and requirements. Ameriprise advisors offer recommendations for a diversified portfolio and solutions to navigate financial uncertainties. Regular meetings are held to review progress, investments, and goals, ensuring clients stay on track with their financial plans. Clients also have convenient access to their investments and digital tools for added support. Ameriprise Financial has earned recognition for its commitment to understanding clients' values and needs. The team aims to empower clients to feel more confident, connected, and in control of their financial lives, preparing them for both expected and unexpected life events. Working with an Ameriprise advisor provides clients with the guidance and tools necessary to navigate their financial journey with confidence. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy