Ron Lee, Financial Advisor located in Duluth, GA

Financial Advisor
Ron Lee Jr

MBA, CFP®, ChFC®, AAMS®
3883 Rogers Bridge Road N W, Suite 303 A, Duluth, GA 30097opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Mary Beth Simpson
    Sr. Branch Office Administrator
  • Lisa Constabile
    Sr. Branch Office Administrator
  • Kylie Moss
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(770) 995-4069

Fax

(877) 832-5848

Office Address

3883 Rogers Bridge Road N W
Suite 303 A
Duluth, GA 30097opens in a new window

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