Lee Financial Partners, LLC

  • Financial Planning Consultants & Services
2000 N. Causeway Blvd., Ste. E
Mandeville, LA 70471
(504) 554-8161
(888) 524-6878
(985) 624-4890 (fax)
Hours:
07:30-16:30
  • About

    We provide Services in Investment Management, Portfolio Design and Financial Consultation to St. Tammany Parish, the surrounding area and hold Practice Registration/Licenses in 13 States. Our Company Practice Pillars are: Strength, Honor and Independence. Utilizing our Four (4) Key Components, we employ Saftey, Stability, Reliable Performance and a Competitive Rate of Return in our day-to-day Practice. As a Referral-Based Business, we have developed and served Generations of Clients' for the past 36 Years. We are, ''The Small, Strong Company'' and pride ourselves in giving back to our great Community.

    We are the Sponsor family for the Tulane NROTC Unit and the USMC Division for the past Ten (10) Years.We have Sponsored Foundations for Illeteracy (Project Dream Catchers) and support our Public School Systems Award-Winning ProStart Programs in addition to working with our area Chamber to promote,''Little Rembrandts, a Cultural Initiative. We are presently working with The Childrens' Advocacy Center/Hope House and will serve on the Board in addition to actively participating in thier fund raising efforts.

    At Lee Financial Partners, LLC... We're Planning for your Future so you can live in the Moment !!

  • Whom to Contact

    • James Lee
      Chief Investment Officer
      Phone: (985) 624-4860
      Fax: (985) 624-4890
    • Mary Lee
      Chief Operations Officer
      Phone: (985) 624-4860
      Fax: (985) 624-4890
  • Directions

    From South Shore: Take Causeway then, slight Right onto Ponchatoula Exit. Take Left at Light then Right on Service Road. We are just past Papa Sams' SnoBall Stand.