Lee Investment Management LLC

  • Financial Planners
63 Putnam St., Ste 202
Saratoga Springs, NY 12866
(518) 580-0088
(518) 207-0929 (fax)
8:30am - 5:00pm.
  • About

    Lee Investment Management is an independent, fee-only financial planning and wealth management firm. We give our clients peace of mind and time to pursue the activities that brings joy to their lives

  • Whom to Contact

    • James Lee, CFP®