Sarah Lee

Client Service Associate at Holcombe Financial Inc

Sarah Lee's Professional Contact Details

Email (Verified)
****
HQ
(404) 257-3317
Location
Atlanta, Georgia, US
Company
Holcombe Financial Inc
Person Seniority
entry

Sarah Lee's Current Company Details

At Holcombe Financial, we deliver a creative financial planning process to clients ready to think differently about their wealth. Our clients count on us to expose the issues really bothering them (ev...
At Holcombe Financial, we deliver a creative financial planning process to clients ready to think differently about their wealth. Our clients count on us to expose the issues really bothering them (even if they have a tough time saying it), anticipate the challenges they might encounter, and develop innovative solutions to maintain their Independence forever. Our clients enjoy meaningful discussions; both educational and relatable. The result: they enjoy life without the fear and anxiety caused by complex and confusing financial choices. Please see our website, http://www.holcombefinancial.com for further information, call us at (800) 298-9904, or write to inquire. Also, check out our Facebook page at http://www.facebook.com/holcombefinancial.
Founded Year
2007
Organization Website
holcombefinancial.com
Organization Languages
English
Organization Revenue
1400
Current Technologies
cloudflare dns
outlook
office 365
apache
google analytics
wordpress org
google font api
wistia
shutterstock
mobile friendly

Job Functions

wealth management
financial planning
investment management
finance

Sarah Lee's Work History and Education

Holcombe Financial, Inc.
Client Service Associate
2017 - Present

Colleagues at Holcombe Financial Inc

Practice Manager
Senior Investment Administrator

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