"James W. Lee, CLU, ChFC has a head for finance and a heart for helping. In 1968, he put those two strengths to work and established Lee Financial Associates, LLC. In the three decades since, many clients have relied upon Jim and Lee Financial Associates, LLC, to help them plot their financial futures.


Today, Lee Financial Associates, LLC helps businesses and individuals with a wide range of financial needs, from Investments to Insurance to fringe benefits and estate planning. Whether you want to decrease taxes, increase your assets or lower your overall risk, advisors at Lee Financial will use their extensive knowledge and resources to help you achieve your financial goals."