James Lehman - Ameriprise Financial Services is a private wealth advisory practice located in Allen, TX. With over 24 years of experience, James Lehman offers a range of financial advisory services, including retirement planning strategies, estate planning strategies, tax planning strategies, and saving for education.
As a Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS), James Lehman is dedicated to providing comprehensive financial advice to individuals and small business owners. With additional qualifications such as the Accredited Investment Fiduciary (AIF) and Certified Divorce Financial Analyst (CDFA), James Lehman is well-equipped to address the diverse needs of his clients.
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