Lee Investment Management LLC is a personal financial advisor located in Mystic, CT, offering comprehensive financial management services to clients. Their mission is to help clients achieve their financial goals by providing a clear understanding of their objectives, a well-defined roadmap for success, and ongoing advice to adapt to changing needs. With expertise in investment and retirement planning, risk management, and estate conservation strategies, Lee Investment Management focuses on developing holistic financial strategies tailored to each client's unique needs and objectives.
As a trusted financial partner, Lee Investment Management offers valuable resources on their website, including informational articles on financial concepts and products, calculators to assess current and future needs, and regular newsletters to keep clients informed. With a commitment to helping clients see the big picture and reach their financial goals, Lee Investment Management is dedicated to providing exceptional financial planning services and guidance.
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