Jonathan Lucas, CFP, ChFC - Ameriprise Financial
Banking & Financial Services
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.