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Michael Lee Strategy was established to offer you comfort and clarity by delivering a personalized, holistic strategy incorporating financial planning and investment management. I’ll communicate and simplify the complex concepts, create a customized asset management strategy derived from a comprehensive plan designed to meet your financial ...
Over 20 years of financial services experience, currently as a Founder, Portfolio… · Experience: Michael Lee Strategy · Location: New York · 500+ connections on LinkedIn. View Michael Lee’s ...
- 500+
- Michael Lee Strategy
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- New York, New York, United States
Michael Lee Strategy is a Wealth Planning and Investment Management Firm. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy ...
About Michael Lee. I'm Michael Lee, the owner of Michael Lee Strategy offering Wealth Planning and Investment Management as an IAR through Compass Financial . My focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and ...
Michael Lee Strategy, New York, New York. 311 likes · 2 talking about this. Personalized, Holistic Financial Planning and Investment Management