Newsroom
- James Lee, President of Lee Investment Management LLC in Saratoga Springs, NY has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards (CFP Board)...read more
- James Lee, the Financial Planning Association Council of New York, meet with the Chief of the New York Investor Protection Bureau... read more
- 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 first annual Legislative Day in Albany... read more
- Saratoga Springs, NY March 3, 2011: James Lee, President of Lee Investment Management, has been elected to the board of directors of the Financial Planning Association of Northeastern New York... read more
- James Lee, President of Lee Investment Management, highlighted in FPA NENY Newsletter... read more
