
Syreeta C. Jonesemail
3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092
Professional Story
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and worldclass tools, I help build financial freedom for my clients.I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
Implement your strategy with products and services that help meet your needs.Education
Penn State University
Community Involvement
GRLSATL
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Special Care
- Military
- Group Benefits
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheck
See Syreeta’s Licenses and Disclosures