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Home
About Us
Board of Directors
Chamber Staff
Our Communities
Business Resources
Contact
Membership
Member Benefits
Today's Networking Team
Commitiees
Marketing
Membership Application
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Business Directory
Search
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All Categories
Events & News
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JDR Wealth Management, LLC
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JDR Wealth Management, LLC
P.O.Box 72
Oxford
,
MI
48371
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Jeffrey D. Roe CFP® ,CPFA™, CEPA
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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5/26/2022
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