Lee Investment Management LLC

CONNECT

Address:

14-16 Masons Island Road
Mystic, CT 06355

Phone:

Office 860-460-3501

Fax/Other:

860-245-4397

Our Firm

At Lee Investment Management LLC, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Lee Investment Management LLC comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.



Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.





For more information about our firm and the services we offer, contact us today.