Cindy Lee

Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, College Funding Strategies, Financial Education

English, Chinese-Mandarin, Chinese-Cantonese

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your needs
• Implement your strategy with products and services that help meet your needs.

I am licensed to sell insurance in: CT, FL, GA, NC, NJ, NY, PA, TX, and VA, and securities in: NY. 

MM202503-300856

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