Lee Investment Management

Lee Investment Management is an independent fee-only financial planning and wealth management firm based in Saratoga Springs, NY. The company is dedicated to providing personalized advice that aligns with clients' values and helps them achieve their life goals through comprehensive financial strategies.

With a focus on fiduciary responsibility, Lee Investment Management prioritizes clients' interests by offering tailored investment management and strategic wealth planning services. Their mission is to simplify the complexities of wealth management and guide clients, whether first-time investors or those nearing retirement, towards their financial objectives.

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