Edward Jones - Financial Advisor: Mike Allee, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Mike Allee is a Certified Financial Planner (CFP®) and financial advisor based in Lawrenceville, Georgia. He provides personalized financial planning and investment guidance to clients in the local area. Mike specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand each client's unique financial goals.

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