Jeff Lido, CFP

My name is Jeff Lido. I am a CERTIFIED FINANCIAL PLANNERâ"¢ at Advance Capital Management. I strive every day to bring value to peoples financial lives. From discussing and planning for their near or far off retirement, solving tax problems, discussing the complexities of the markets and economies to having the difficult and life changing estate planning issues. My clients are more than that to me and seeing the impact of my advice and service on their lives is why I work so diligently. I specialize in working with retirees and people who are 1-10 years away from retirement.

Year created 2025
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