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 through the marriage of comprehensive financial planning and differentiated professional investment management.
A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is one of the most sought after experts in the industry. Michael appears regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, Cheddar News, i24 News, and The TD Ameritrade Network; he has also appeared on CNBC and has been quoted in Bloomberg News and US News & World Report.
What will set your experience with Michael Lee Strategy apart from the competition?
In an industry wrought with noise and needless complexity, Michael is distinctly skilled at simplifying and communicating complex concepts to novices and experts alike, helping clients fully understand what’s required to achieve their unique financial goals.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 450 Lexington Ave, New York,ny 11221,united States
- Phone
- +1 646 470 6435
- mt****@****egy.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- michaelleestrategy.com
- Keywords
- financial planning, retirement planning, Investment Management, Asset Management, Investments.
- HQ
- New York, NY
Michael Lee Strategy Questions
Michael Lee Strategy's helpline number is +1 646 470 6435
Michael Lee Strategy's website is michaelleestrategy.com
Michael Lee Strategy's LinkedIn profile is https://www.linkedin.com/company/michael-lee-strategy
Michael Lee Strategy has
5 employees.
View email and phone details for 5
employees at Michael Lee Strategy.
Michael Lee Strategy's industry is
Financial Services
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Michael Lee Strategy's support email address is mtl@michaelleestrategy.com
Michael Lee Strategy's categories are Financial Services
Michael Lee Strategy's founding year is 2019
