Financial and Investment Services in Lincoln, NE
Financial and Investment Services
Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees. Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes.
Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative of Woodbury Financial. To become a CERTIFIED FINANCIAL PLANNER™ practitioner, Lee took courses for several years and passed six exams covering investments, taxes and estate planning. He then passed a final two-day exam.
402-420-6060
About this listing: Information on this page may be sourced from business owners, public records, and trusted data partners. 2findlocal provides these details to help users discover local businesses and services.
Found something inaccurate?
Suggest an edit
.
Is this your business?
Claim it
Worldwide > United States > Lincoln > Financial and Investment Services