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Lee F. Brooks, CFP®, CRPC

Ameriprise Financial Services, Inc.

1017 2nd St SW
Roanoke, VA 24016-4436
Phone: (540) 981-0657

Toll-free: (800) 716-6736

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Household Income Minimum: $50,000
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.