portrait of Daniel F Lee

Focus Areas

  • Intergenerational planning
  • Retirement income strategies
  • Special needs financial considerations
  • Estate and legacy strategies
  • Divorce finances
  • Wealth protection strategies

Personal Interests

  • Hiking
  • Basketball
  • Hockey
  • Movies & Entertainment
  • Skiing

Team Members

  • Irene Ursano
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More