Lloyd Lee, Financial Advisor

FINANCIAL ADVISOR
Lloyd Lee

CFP®, CEPA®
8049 N County Rd 600 W, Suite 102, Mccordsville, IN 46055opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Coaching Sports
  • Golfing
  • Outdoor Enthusiast
  • Traveling
  • Volunteering

Team Members

  • Cherilyn Baney
    Branch Office Administrator

Send Me a Message

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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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(317) 336-3248

Fax

(877) 521-2916

Office Address

8049 N County Rd 600 W
Suite 102
Mccordsville, IN 46055opens in a new window

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