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Edward Jones - Financial Advisor: Lee M Van Pelt, CFP®|AAMS®|CRPS™

Financial consultant

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Services Offered

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

About

Lee Van Pelt is a Certified Financial Planner (CFP®) and financial advisor based in North Bend, Oregon. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Lee focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

2195 Broadway Ave, North Bend, Oregon
Map showing location in North Bend, Oregon
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Contact This Advisor

Business Information

Address

2195 Broadway Ave
North Bend, Oregon 97459

Phone

+1541-756-0854

Website

https://www.edwardjones.com/us-en/financial-advisor/lee-vanpelt

Business Hours

Contact for business hours