Jon Lentz, Financial Advisor

FINANCIAL ADVISOR
Jon Lentz

CFP®
9601 Holly Point Dr, Suite 201, Huntersville, NC 28078opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Insurance & Annuities
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Fishing
  • Sports Enthusiast
  • Movies & Entertainment
  • Traveling

Team Members

  • Nita Dunn
    Sr. Branch Office Administrator
    FPQP®

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 Closed
Sun Closed

Phone

(704) 892-7408

Fax

(888) 428-9760

Office Address

9601 Holly Point Dr
Suite 201
Huntersville, NC 28078opens in a new window

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