Edward Jones - Financial Advisor: Lee Dunn, AAMS®
Why pick this one
Lee Dunn, a Financial Advisor, specializes in Business Retirement Plans and holds AAMS® and CKA® certifications.
Best for
- individuals seeking retirement planning
- business owners needing retirement plans
Look elsewhere if
- clients looking for general financial advice without retirement focus
- those needing immediate cash flow solutions
Specialties
- Business Retirement Plans
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Certifications
- AAMS®
- CKA®
What makes them different
- Located in Clayton, NC
- Focuses on Business Retirement Plans
- Offers Portfolio Reviews
- Specializes in Retirement Income Strategies
- Team member is a Sr. Branch Office Administrator
- Serves
- Clayton
Distilled from this business's own website.
Contact & Location
- Address
- 14 Flowers Crossroads Way, Suite 103, Clayton, NC 27527
- Phone
- 9195502516
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- lee.dunn@edwardjones.com
Services
- financial advising