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Welcome to Lee Wealth Management

What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

1810 West 8th Street, Suite B, Cedar Falls, IA 50613

Phone: 319-266-0096

Fax: 319-266-0097

Email: Bradford.Lee@LPL.com, Elijah.K.Lee@LPL.com, Bob.Moore@LPL.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NE, NM, OK, OR, SD, TX, UT, VA, WI, WY

Registered as IAR in IA, LA, and TX.

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