Karen Lee and Associates, LLC

At Karen Lee and Associates, we understand the importance of planning for the life you wish to lead. As a family-owned, multigenerational financial planning firm, we exist to serve and guide you through the everchanging world of personal finance, so you can feel the confidence and peace of mind that comes with knowing you did well financially for yourself and those you care about most. From our family to yours, we look forward to helping you plan for that life!

Financial planning,estate planning,behavioral finance,pension planning,retirement,education funding,life insurance,and long term care

Karen lee and associates, llc operates in the Financial services industry.

Karen lee and associates, llc's revenue is 11m - 100m

Karen lee and associates, llc has 11 - 50 employees.