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JDR Wealth Management, LLC

JDR Wealth Management, LLC

 
 
 
 
 
 
 
 
 
 
 

JDR Wealth Management, LLC

P.O.Box 72
Oxford, MI 48371 | map | directions
Jeffrey D. Roe CFP® ,CPFA™, CEPA Jeffrey D. Roe CFP® ,CPFA™, CEPA
248-218-2624 | fax: 248-218-2624
I focus on helping families build and protect their wealth throughout the different phases of their lives, starting with young families planning for their children's educational needs to retirees seeking to distribute assets in the most efficient and effective method. I bring extensive experience in cash flow, investment management, and risk managment to CIA Financial Group clients.
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 (Date: 10/5/2024)