Jeremiah Lee

Chief Financial Officer | Senior Advisor - CFP® at TriCord Advisors, Inc - Palm Springs, CA, United States

Jeremiah Lee's Colleagues at TriCord Advisors, Inc
Caitlin Carnes

Client Services Administrator

Contact Caitlin Carnes

Christopher Marsh

Certified Financial PlannerTM

Contact Christopher Marsh

Joseph Lyons

Chief Investment Officer

Contact Joseph Lyons

Jeremiah Lee's Contact Details
HQ
["9516847011","8003337680"]
Location
Riverside,California,United States
Company
TriCord Advisors, Inc
Jeremiah Lee's Company Details

TriCord Advisors, Inc

Palm Springs, CA, United States • 1 - 10 Employees
Financial Services

TRICORD Advisors, Inc. are fiduciaries dedicated to serving our clients interests above all other considerations except ethics and the law. Our Planners have years of experience in tax preparation, insurance, estate planning, retirement planning, employee benefits, Social Security, Medicare, and investments.

Details about TriCord Advisors, Inc
Frequently Asked Questions about Jeremiah Lee
Jeremiah Lee currently works for TriCord Advisors, Inc..
Jeremiah Lee's role at TriCord Advisors, Inc. is Chief Financial Officer | Senior Advisor - CFP®.
Jeremiah Lee's email address is ***@tricordadv.com. To view Jeremiah Lee's full email address, please signup to ConnectPlex.
Jeremiah Lee works in the Financial Services industry.
Jeremiah Lee's colleagues at TriCord Advisors, Inc are Caitlin Carnes, Christopher Marsh, Randy Barkley, Joseph Lyons and others.
Jeremiah Lee's phone number is ["9516847011","8003337680"]
See more information about Jeremiah Lee