Jonathan A Lucas - Financial Advisor, Ameriprise Financial Services, LLC

Jonathan A Lucas - Financial Advisor, Ameriprise Financial Services, LLC
2690 Lake Forrest Road, Ste 2F
Tahoe City, CA 96145
M 11am-5pm, Tu-Th 9am-5pm, F 11am-3pm, Sa-Su Closed

Monday: 
11:00 am – 5:00 pm
Tuesday: 
9:00 am – 5:00 pm
Wednesday: 
9:00 am – 5:00 pm
Thursday: 
9:00 am – 5:00 pm
Friday: 
11:00 am – 3:00 pm
Saturday:  Closed
Sunday:  Closed

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 Tahoe City, CA area, Jonathan A Lucas 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.

Specialties

Retirement Income Strategies
Tax Planning Strategies
Estate Planning Strategies
Employee Stock Options
Investment Management
Sustainable and Responsible Investing
Retirement Planning Strategies
Retirement Plan Distribution
Women's Financial Strategies
Charitable Giving
Family Finances
Saving for Education
Insurance

Services

Estate Planning Strategies
Retirement Planning Strategies
Family Finances