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.
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...Read More >
Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...Read More >