James Lee, CFP<sup>&reg;</sup> - Financial Advisor

James Lee, CFP®

CRPC®, AIF®

President

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
FINANCIAL ADVISOR'S WEBSITE
(518) 580-0088

General

James Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lee Investment Management in Saratoga Springs, NY and the surrounding communities.

Financial Advisor Overview

Lee Investment Management is an independent, fee-only, financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them. Goals may include financial independence, funding a child's college education, making sure life's risks are protected through insurance and having financial peace of mind. We are located in Saratoga Springs, NY and serve clients nationwide.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Personal Taxes

More

Helpful Financial Planning Resources