Lee Investment Management

Wells Fargo Advisors in Mystic, CT, is a distinguished financial services firm with a rich heritage of client service and top-tier investment capabilities. With a team of over 15,000 Financial Advisors nationwide, the firm is dedicated to providing exceptional services centered on trust, knowledge, and prioritizing client needs. As a non-bank affiliate of Wells Fargo & Company, a highly respected financial institution established in 1852, Wells Fargo Advisors leverages extensive experience and a wide range of products to create personalized investment plans for clients. Committed to community engagement, the firm collaborates with organizations to enhance long-term economic prosperity and quality of life through philanthropy and volunteer initiatives. Generated from their available business information

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.