Ameriprise Financial - Luis R Lopez III
5151 San Felipe St
Houston, TX 77056
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- Financial Planning
- Investment Advice
- College Savings Strategy
- Estate Planning
- Business Financial Planning
I enthusiastically serve a select and intentionally limited group of clients by providing individualized financial planning with a broad range of investment and risk management strategies in order to help clients plan to reach their dreams and goals.
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Address: 5151 San Felipe St, Suite 2100, Houston, TX 77056
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.