What is Jeffrey Lido Cfp email address?

Jeffrey Lido Cfp's primary email address is *****@acadviser.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Lido Cfp work for?

Jeffrey Lido Cfp is a Sr. Vice President-Financial Adviser at Advance Capital Management, Inc., a company specializing in Monetary Authorities-Central Bank.

Where Jeffrey Lido Cfp graduated from?

Jeffrey Lido Cfp holds a degree in Certified Financial Planner™ Practitioner from Oakland University.

How can I directly contact Jeffrey Lido Cfp?

To contact Jeffrey Lido Cfp directly, you can use the email address *****@acadviser.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Lido Cfp?

Jeffrey Lido is a dedicated Fiduciary Adviser based in Southfield, Michigan, with a wealth of experience in financial planning and asset management. He has been serving clients since 2003 as a Senior Vice President at Advance Capital Management, focusing on helping retirees and those nearing retirement achieve their financial goals. His expertise spans various areas, including 401k management, estate planning, and tax preparation. Jeffrey's approach is client-centric, emphasizing the importance of personalized advice and long-term relationships. He has also collaborated with Ramsey Solutions to promote financial literacy and well-being. With degrees in Personal Financial Planning and Business Administration, he combines academic knowledge with practical experience to navigate complex financial landscapes. Jeffrey is passionate about making a meaningful impact on his clients' lives, ensuring that no financial issue is too small to address. He is committed to continuous learning and staying updated on market trends to provide the best service possible.