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Home > Financial Planner Directory > Georgia > Atlanta > Karen Lee, CFP®, CLU, ChFC, MSF
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Karen Lee, CFP®, CLU, ChFC, MSF

Karen Lee and Associates, LLC

200 Ashford Center N
Ste 400
Atlanta, GA 30338
Phone: (770) 353-6312
Fax: (770) 353-6338

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.