Todd Lee - Baird Private Wealth Management

Todd Lee - Baird Private Wealth Management A partner that helps you achieve the things you want for yourself and the people you care about.

I’m excited to tell you that I’ll be teaching a series of adult education courses this fall and winter in the West Valle...
09/15/2023

I’m excited to tell you that I’ll be teaching a series of adult education courses this fall and winter in the West Valley! The first of these is coming up soon in just two weeks.

Some of you know that I was a university instructor prior to entering my role as a financial advisor. The courses will cover diverse topics pertinent to those planning a successful retirement as well as current retirees. Please feel free to repost or to pass this on to friends and family. The more the merrier!

I’ve attached a brochure detailing the course and how to sign up, including a QR code. If you or someone you know would like to sign up for the course, just contact myself or my assistant Tommi Overfield at (480) 374-6030.

This fall I am teaching an Educational course for Retirees looking to make the most of their retirement income and savin...
09/08/2023

This fall I am teaching an Educational course for Retirees looking to make the most of their retirement income and savings! Send me a note or an email if you or someone you know are interested in joining us or have questions.

Address

16155 North 83rd Avenue Ste 205
Peoria, AZ
85382

Opening Hours

Monday 7:30am - 3pm
Tuesday 7:30am - 3pm
Wednesday 7:30am - 3pm
Thursday 7:30am - 3pm
Friday 7:30am - 3pm

Telephone

+14803746030

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