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 offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    See Cindy’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Cindy

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    Flushing Satellite Office

    Satellite Office

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

    CRN201912-180567