Jeff Lee, Financial Advisor located in Snellville, GA

Financial Advisor
Jeff Lee

CFP®, CEPA®, CRPC™
2336 Wisteria Dr Bldg 2, Suite 210, Snellville, GA 30078opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Navigating Loss of Spouse
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Baseball
  • Community Outreach
  • Hiking

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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

(888) 613-2043

Office Address

2336 Wisteria Dr Bldg 2
Suite 210
Snellville, GA 30078opens in a new window

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