Edward Jones - Financial Advisor: Rich Lee, CFP®
Why pick this one
Rich Lee is a CFP® in Asheville whose stated focus areas include sustainable investing, retirement income strategies, and LGBTQ+ finances.
Best for
- sustainable investing guidance
- retirement income planning
- LGBTQ+ financial planning
- reviewing an existing financial strategy
- opening an investment account
Specialties
- sustainable investing
- retirement income strategies
- LGBTQ+ finances
Certifications
- CERTIFIED FINANCIAL PLANNER®
- FPQP®
What makes them different
- Rich Lee holds the CFP® certification
- Focus areas include sustainable investing, retirement income strategies, and LGBTQ+ finances
- In-person office at 141 Asheland Ave Suite 201 in Asheville
- Office hours are Monday through Friday from 8:30 AM to 4:30 PM
- The team includes Sr. Branch Office Administrator James Messer, who holds the FPQP® designation
Distilled from this business's own website.
Contact & Location
- Address
- 141 Asheland Ave, Suite 201, Asheville, NC 28801
- Phone
- 8282363220
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- richard.lee@edwardjones.com
Services
- financial planning
- investment account services
- retirement planning
- financial strategy reviews
- financial guidance for major life events