Helen Lake, Financial Advisor located in Atlanta, GA

Financial Advisor
Helen Lake

CFP®, AAMS®
3353 Peachtree Rd NE Suite 140, Atlanta, GA 30326opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Music
  • Art & Theater
  • Traveling
  • Pets

Team Members

  • Linda Chapman
    Branch Office Administrator
  • Courtney van Burk
    Branch Office Administrator

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Office Information

Hours

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

Phone

(404) 266-8065

Fax

(877) 529-4479

Office Address

3353 Peachtree Rd NE Suite 140
Atlanta, GA 30326opens in a new window

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