Lee Financial Partners, LLC is a comprehensive financial services firm. Our Financial Planners and Investment Advisor Representatives provide Asset & Wealth Management to individuals, families and businesses throughout New Orleans, Baton Rouge and the Northshore region. Services include Investment & Portfolio Planning, Financial Planning and Retirement Planning.
We are committed to helping our clients achieve their long-term financial goals. Each unique, customized portfolio is designed to grow, protect and maintain the wealth of every client. We invite you to explore. Learn about our services. Learn about your financial house and the tools available to strengthen it.
We are committed to helping our clients achieve their long-term financial goals. Each unique, customized portfolio is designed to grow, protect and maintain the wealth of every client. We invite you to explore. Learn about our services. Learn about your financial house and the tools available to strengthen it.
Services
Like so many winning combinations, Jim and Mary Lee joined forces in business for the same reason they joined forces in life: they complement one another. Chief Investment Officer of Lee Financial Partners, LLC and Financial Planner, James (Jim) Lee offers nearly 42 years of experience in financial services.
Each year, Jim and Mary Lee host a special gathering to celebrate with their clients and support their favorite causes and charities, with reinvesting in our community as a resonating theme. This year, the Healing Arts Initiative at St. Tammany Parish Hospital was the focus, with Chyrl Corrizo, manager of the Mary Bird Perkins Cancer Center at St. Tammany Parish Hospital, as the featured speaker.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Representatives may not be registered to offer securities and advisory services in all states.
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms. These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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