Jonathan Lucas, CFP, ChFC - Ameriprise Financial

Jonathan Lucas, CFP, ChFC - Ameriprise Financial

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.


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Rep/Contact Info

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Jonathan Lucas
Financial Advisor, Franchise Owner

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