Lee Kalin & Associates

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7207 E Genesee St
Fayetteville, NY 13066
+1 (315) 656-4416
https://kalinfinancial.com

Lee Kalin & Associates is a retirement planning and tax preparation firm based in Fayetteville, NY. With over 35 years of experience, they specialize in coaching educators, particularly in New York State, on how to maximize their portfolio and state benefits while minimizing taxes. Their deep expertise in taxes, retirement planning, and the New York State teachers retirement system allows them to guide clients through the process of transitioning into retirement and relocating to another state if desired.

Their comprehensive services include financial planning, investment management, tax preparation, and life and long-term care insurance. Led by founder Lee Kalin and president Alicia Spevak, the team at Lee Kalin & Associates is dedicated to helping clients develop personalized retirement income scenarios and mitigate risks to ensure a successful transition into retirement.

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