Daniel Lee

Daniel Lee is a financial planner operating in Manhattan, helping clients chart paths through complex choices like retirement savings and risk management. Insurance review and college savings planning remain core offerings, but the service extends to estate strategies and small-business financial guidance. Whether adjusting an existing portfolio or crafting a new one, access to accurate advice can lessen the guesswork many face.

Situated on the Upper West Side, the office sits at 1995 Broadway, New York, NY 10023. Midtown West’s residential edge supports steady foot traffic, while nearby transit links make the area easy to reach. A straightforward visit begins with a quick ride or walk, setting the stage for a conversation about financial priorities.

Connecting by phone streamlines the first step: reach the practice at _(347)_ 504-5317 to schedule a consultation. A short call clarifies goals before any paperwork arrives, smoothing the early stages of planning.

Directions to the office are on the Google Maps listing here.