Specialties
Wealth Preservation Strategies, Estate Planning Strategies, Investment Management
Steve Lee - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext
Listed In: Financial Planning, Investment Services
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial… Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Brea, CA area, Steve Lee 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. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Read more
Steve Lee - Financial Advisor, Ameriprise Financial Services, LLC
1040 E Imperial Hwy, Ste F3, Brea, CA
1040 E Imperial Hwy, Ste F3, Brea, CA
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