Mary Jo Lyons, CFP
Phone: 704-658-1040
Mary Jo Lyons, CFP
An independent financial advisor, providing clients unbiased objective advice, education and guidance in regards to their financial goals. Mary Jo uses a disciplined process partnering with clients to stay dedicated and focused in achieving their individual financial plan. She has extensive expertise in designing financial strategies for individuals, families and small business owners, planning today for the uncertainties of tomorrow.
|
||
|
136 Gateway Blvd., Suite C Phone: 704 / 658-1040 |
*Securities and investment advisory services offered through FSC Securities Corporation. A registered broker/dealer. Member FINRA and SIPC. A SEC registered investment advisor. Preferred Financial Strategies is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.