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Lee Investment Management LLC

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

    Lee Investment Management is an independent, fee-only, fiduciary 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®
      President
      63 Putnam St., Ste 202
      Saratoga Springs, NY 12866
      Phone: (518) 580-0088

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