Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Jeff Lee, CFP®|CRPC™
2336 Wisteria Dr, Snellville, GA
30078, United States
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- RBRobin BenderSep 3, 20215.0Jeff really made the process easier than I had expected! He listened to my goals and helped to create a plan for a healthy financial future. He is quite knowledgeable and so easy to work with! Thank you so much for your help, Jeff!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Lee, CFP®|CRPC™
What financial services does Edward Jones - Financial Advisor: Jeff Lee, CFP®|CRPC™ provide?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does Jeff Lee focus on in his financial advisory practice?
Specialties include 401(k) plans, Roth IRA, 529 College Savings Plan, and life insurance.
How can I schedule an appointment with Jeff Lee at Edward Jones?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-lee2/contact/.
What are the office hours, specifically on Saturdays?
The office is open by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Jeff Lee located?
The office is located at 2336 Wisteria Dr, Bldg 2, Snellville, GA 30078, USA.
Which nearby insurance agencies can I consult with around Edward Jones' location?
Nearby insurance agencies include Forthe Insurance Agency, Infinity Insurance, and Insurors Associates Southeast, which you could visit for additional insurance options.
Are there nearby financial or legal services that complement Edward Jones' offerings?
Yes, options like Hamilton Financial offer financial advising and accounting, and law firms such as J. L. Johnson & Associates or Griffin Law Firm PC provide legal services nearby.
What healthcare services are available near Edward Jones for customers needing health and wellness support?
Nearby healthcare providers include Hope Private In-Home Care, VivaSalud Clinic, and Efficient Health and Wellness Center for various health needs.
Can you access the Edward Jones mobile app to stay updated on financial news and manage investments?
Yes, the Edward Jones mobile app is available on Android via the Google Play Store and on iOS from the Apple App Store to help manage your investments.
How can I contact Edward Jones - Financial Advisor: Jeff Lee?
You can contact Jeff Lee by phone at +1 770-557-0149 or email at jeff.lee2@edwardjones.com.