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James Lee CFP<sup>®</sup> AIF<sup>®</sup>, CRPC<sup>®<br/>President</sup>

James Lee CFP^® AIF^®, CRPC^®
President

Phone: 518-580-0088

Fax: 518-207-0929

Email: jameslee@leemgt.com

Mailing Address

63 Putnam St.,

Suite 200

Saratoga Springs, NY 12866

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