Jennifer Heal, Financial Advisor located in Roswell, GA

Financial Advisor
Jennifer S Heal

CFP®
2500 Old Alabama Road Ste 22, Roswell, GA 30076opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Corporate Executives
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Reading
  • Pilates
  • Podcasts
  • Spending Time with Family
  • Traveling

Team Members

  • Kim Dore
    Sr. Branch Office Administrator
  • Nancy Girard
    Registered Branch Associate
  • Robin Medlin
    Sr. 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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(770) 998-1572

Fax

(866) 478-0220

Office Address

2500 Old Alabama Road Ste 22
Roswell, GA 30076opens in a new window

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