portrait of Lloyd Lee
FINANCIAL ADVISOR

Lloyd Lee

CFP®
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Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

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

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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

Fax

(877) 521-2916

Branch Team

  • Mona Gould
    Sr. Branch Office Administrator

Office Address

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

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