portrait of Helen Lake
FINANCIAL ADVISOR

Helen Lake

AAMS™
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Socially Conscious Investing
  • Insurance & Annuities

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

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

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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

Fax

(877) 529-4479

Branch Team

  • Sara Castro
    Sr. Branch Office Administrator
  • Linda Winters
    Sr. Branch Office Administrator
  • Darlene Zona
    Sr. Branch Office Administrator

Office Address

3353 Peachtree Rd NE Suite 140
Atlanta, GA 30326
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