Lee Investments Plus
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Welcome to Lee Investments Plus

Welcome to our website.  We thank you for taking the time to visit.  We trust that the valuable information you find within our site will be helpful to your individual needs.  Our goal is to educate you, first and foremost.  Our firm is located in a small town and we incorporate smalltown values in all we do.  Quality service is of the utmost importance to us and we encourage you to peruse our site, get to know us and use some of the valuable tools on this site.  Should you have any questions, we are happy to speak with you at your convenience and tell you a little more about us.  Click here Contact us.

Presentations

My Income For Life (click to access)
A common sense approach to solving the retirement income challenge. (This video may take 2-3 minutes to load and the video is approximately 15 minutes long).

Client Center

Albridge Solutions
INVEST'S Albridge Solutions allows clients to access their account information online.

INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and registered Investment Advisor, is not affiliated with Lee Investments Plus. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.

Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

This website may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting or tax advice.  You may wish to consult an attorney, tax advisor or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.