Lee Friedman, CFP-UBS Financial Services Inc is a reputable financial planning firm located in Alpharetta, GA. With over fifteen years of experience in the industry, Lee Friedman, a CERTIFIED FINANCIAL PLANNER, offers comprehensive financial planning services to help individuals and families achieve their goals while safeguarding against unforeseen challenges. Through constant communication and trust, Lee builds long-term relationships with his clients, providing them with a clear understanding of their financial situation and guiding them towards their desired outcomes.
Lee Friedman, a graduate of Emory University's Goizueta Business School, brings a wealth of knowledge and expertise to his practice. He is recognized for his commitment to excellence and has been named Forbes America's Top Next-Gen Generation Wealth Advisor and Best-in-State for 2022 and 2023. Lee's dedication to his clients' financial well-being extends to various areas, including lending services, retirement planning, estate planning strategies, legacy planning, custom portfolios, and catering to the needs of women investors and professionals. Partnered with Saltzman Wealth Management Group, Lee Friedman, CFP, is a trusted advisor who helps individuals and families navigate their financial journey with confidence.
Generated from the website