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Stephen J. Lee, JD, CFP®

Wagener-Lee, LLC

5950 Symphony Woods Rd
Ste 412
Columbia, MD 21044
Phone: (443) 276-9595
Fax: (443) 276-9599

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.