Cindy Lee


    Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Investment Strategies

    Languages: English, Chinese – Mandarin, Chinese – Cantonese

    I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs.

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

     

    I am licensed to sell insurance in: CT, FL, GA, NJ, NY, OH, PA and VA, and securities in: NY. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2 Mott Street, 9F, New York, NY 10013, Phone: 212-515-4700.

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    Flushing Satellite Office

    Satellite Office

    41-60 Main Street, Suite 303
    Flushing, NY 11355

    CRN202008-234829