Adam Lee, Financial Advisor

Financial Advisor
Adam G Lee

CFP®, ChFC®, CLU®
6737 Whitneyville Ave S E, Suite A, Alto, MI 49302opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • Active Lifestyle
  • Golfing
  • Sports Enthusiast
  • Spending Time with Family
  • Outdoor Enthusiast

Team Members

  • Lindsay Alsante
    Sr. Branch Office Administrator
  • Brandias Bergsma
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00AM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(616) 868-6426

Fax

(877) 479-5324

Office Address

6737 Whitneyville Ave S E
Suite A
Alto, MI 49302opens in a new window

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