Edward Jones--David Lee, Financial Advisor Financial Services

8037 Greenback Lane
Citrus Heights, CA 95610
(916) 722-9579
Fax: 1-866-462-9431
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Located in the Greenback Square Shopping Center, behind the drive-thru Starbucks, between Fair Oaks Blvd, and Sunrise Ave.
Regular hours 8am - 5 pm, Monday - Friday, Evening and Saturday appointments available upon request

who to contact

David G. Lee · Financial Advisor · Phone:(916) 722-9579  · Fax1-866-462-9431 · Send an Email

about us

Whether you want to plan for retirement, save for college, reduce your tax bill or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.