McKenzie Lee, Financial Advisor located in Midland, MI

Financial Advisor
McKenzie P Lee

AAMS®
2009 W Wackerly St, Midland, MI 48640opens in a new window
Accepting New Clients
Serving clients with $1,000,000
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Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Inheritance Guidance
  • Portfolio Reviews

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Animal Rescue
  • Traveling
  • Wine Collecting/Enthusiast
  • Cooking
  • Reading

Team Members

  • Stephanie Siler
    Associate Financial Advisor
  • Janeen Whitmer
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(989) 835-5806

Fax

(877) 826-4954

Office Address

2009 W Wackerly St
Midland, MI 48640opens in a new window

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