Lee Financial Partners, LLCLee Financial Partners, LLC is a comprehensive financial services firm. Our Financial Planners and Investment Advisor Representatives provide Asset & Wealth Management to individuals, families and businesses throughout New Orleans, Baton Rouge and the Northshore region. Services include Investment & Portfolio Planning, Financial Planning and Retirement Planning.
Investments. Retirement. Peace of Mind.
We are committed to helping our clients achieve their long-term financial goals. Each unique, customized portfolio is designed to grow, protect and maintain the wealth of every client. 
 
Welcome to our site. We invite you to explore. Learn about our services. Learn about your financial house and the tools available to strengthen it. Monthly On-Line Newsletter, Upcoming Seminars, Research Articles, Financial Calculators and much more are available here. We encourage you to visit our site often, as we are always adding new material.
By phone, 504-554-8161 or 504-884-2937 or by email, jim.lee@leefinancialpartners.com, we welcome your questions and look forward to hearing from you.
 
 
Serving the financial planning needs of South Louisiana. (Including New Orleans, Baton Rouge, Mandeville, Madisonville, Covington, Slidell, Abita Springs, Lacombe and beyond.)