Jeff Lee, Financial Advisor

FINANCIAL ADVISOR
Jeff Lee

CFP®, CRPC™
3331 Hamilton Mill Rd, Suite 2204, Buford, GA 30519opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Send Me a Message

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Office Information

Hours

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

Phone

(678) 889-8925

Fax

(877) 393-9976

Office Address

3331 Hamilton Mill Rd
Suite 2204
Buford, GA 30519opens in a new window

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