Jonathan Lucas, CFP, ChFC - Ameriprise Financial

Jonathan Lucas, CFP, ChFC - Ameriprise Financial
Categories

Banking & Financial Services

About Us

We help a select group of individuals and families get clarity on what's important -- personally, financially and professionally -- and design comprehensive solutions for achieving their goals with confidence.

I am fortunate enough to work with clients of differing backgrounds and values, but a common thread which they all share is that they are all people who plan beyond next week and look to comfortably enjoy their future.

Since March 1996, I have been able to run my practice as a franchisee of Ameriprise Financial, allowing me to service my clients efficiently and make sure they receive the best and most sensible financial advice possible. Above all else, I build my client relationships with trust and confidence so that our new friendship will be regarded high enough to be recommended to others who can benefit from a similar experience with me.
My mission is to improve the quality of my clients’ lives through a relationship based on open communication, trust and thoughtful and prudent decision making. My clients’ true financial position, their vision of the future and their unique challenges drive our planning relationship.

Images

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Rep/Contact Info

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Jonathan Lucas
Financial Advisor, Franchise Owner

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