Edward Jones - Financial Advisor: Jon Lee, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jon Lee is a Certified Financial Planner (CFP®) and financial advisor based in Raleigh, North Carolina. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Jon emphasizes the importance of face-to-face conversations to understand clients' financial goals. He provides personalized guidance to individuals and families looking to build long-term wealth and prepare for significant life events.

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