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.
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Saratoga Springs, NY area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.