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Home
About Us
Board of Directors
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JDR Wealth Management, LLC
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JDR Wealth Management, LLC
P.O. Box 559
Leonard
,
MI
48367
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Jeffrey D. Roe
248-218-2624 | fax: 248-218-2624
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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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9/19/2020
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