Commonwealth Financial Network
39yrs
Top advisor by experience in Lee
Financial advisors in Lee, MA
Looking for a financial advisor in Lee, MA? We list 7 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
7Advisors with offices here
15Median years of experience
0%At fee-only firms
3Firms represented
Largest firms here: St. Germain Investment Management (4), Commonwealth Financial Network (2), LPL Financial (1).
Nearby: Lenox, Pittsfield, Great Barrington, Chester, Dalton, Lanesborough, Cheshire.
St. Germain Investment Management
34yrs
Top 7% by experience at St. Germain Investment Management
LPL Financial
16yrs
More experience than 57% of advisors in Lee
St. Germain Investment Management
15yrs
More experience than 55% of advisors at St. Germain Investment Management
Commonwealth Financial Network
12yrs
12 years in the industry
St. Germain Investment Management
9yrs
9 years in the industry
St. Germain Investment Management
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.