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Lee Smoak
Operations Manager at Cannon Financial Strategists,
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Work Experience
Operations Manager
2022 - Present · 2 years and 11 months
Franchise Partner
2019 - Present · 5 years and 11 months
Georgia Rep At Onlinedonations.Us
2019 - Present · 5 years and 11 months
Company Details
At Cannon Financial Strategists, we’ve created a simplified, successful approach to retirement services and planning. Our firm was founded on a unique service model: satisfy a variety of roles that normally require multiple providers. Whether we’re assisting plan sponsors in the development and oversight of their employee’s retirement plan, or guiding individuals through the challenges of retirement income planning, our continuous goal is the delivery of prompt and thorough service. The proof of our success in this goal is evident in the longevity of our client relationships—many of our relationships extend more than 20+ years.
Year Founded
1984
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
649-8 S. Milledge Ave. Athens, Georgia 30605, US
Keywords
Retirement Plan ConsultingRetirement Plan OperationsIndividual Financial ServicesRegistered Investment Advisor
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