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James Lee | Sep 18, 2018

James Lee Testifies To House Committee on Millennial Retirement Security

I would like to share that I was invited to share my experience working with millennial clients before a House Committee.

The hearing, which was held in

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James Lee | Dec 27, 2017

Tax Planning Opportunities Before Jan. 1

 

MOVES YOU CAN MAKE BEFORE JANUARY 1


On December 22th, President Trump signed the “Tax Cuts and Jobs Act of 2017.” This is the first major tax reform

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James Lee | Oct 27, 2015

Financial Peace of Mind Starts with Creating Order out of Document Chaos

Organization

As a financial planner, one of my main goals is to help clients achieve peace of mind in their financial lives.  For many clients, the first step in achieving

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James Lee | Jul 30, 2015

James Lee Earns the CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

James Lee, President of Lee Investment Management LLC in Saratoga Springs, NY has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified

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James Lee | Jul 30, 2015

James Lee Hosts NY Financial Planning Leaders to Advocate for Profession

James Lee and the Financial Planning Association of Northeastern New York played host to FPA leaders from around New York State on May 16th and 17th for the

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James Lee | Jul 30, 2015

James Lee Elected to the Board of the Financial Planning Association of Northeastern New York

James Lee, President of Lee Investment Management, has been elected to the board of directors of the Financial Planning Association of Northeastern New York... 

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James Lee | Jul 30, 2015

James Lee Highlighted in FPA NENY Newsletter

James Lee, President of Lee Investment Management, highlighted in FPA NENY Newsletter... read more

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Contact

Phone: 518-580-0088
Fax: 518-207-0929
Email: jameslee@leemgt.com

     

Location

63 Putnam St., Suite 200
Saratoga Springs, NY 12866

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