Acacia Financial Advisors, LLC |
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Yvonne Lee
Phone: 301-881-9888 Yvonne Lee, advisor of Acacia Financial Advisors, has been providing quality financial planning, advice and service since 2005. Her mission is to understand and maintain client’s financial focus in establishing and achieving financial goals. If you are seeking personalized service responsive to needs, such as retirement investments, investment strategies, saving for your child's education, or life insurance, let Yvonne offer strategies that can meet your needs. She can suggest a broad range of financial products to help meet a wide variety of needs. Yvonne holds the following licenses: Investment Advisor Series 65; Securities license Series 6 and 63; and Life, Health and Long Term care insurance licenses.  About Us
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This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of AZ, CA, CT, DC, DE, FL, MA, MD, ME, NH, NM, NY, OH, PA, VA, WV. Securities and advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Acacia Financial Advisors, LLC are not affiliated. Additional products and services may be available through Acacia Financial Advisors, LLC that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. |
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