Paul E. Lee, CPWA, CEPA, CRPS, CRPC - UBS Financial Services Inc. - Barrington, Illinois

Paul E. Lee, CPWA, CEPA, CRPS, CRPC - UBS Financial Services Inc.

Paul E. Lee is a highly respected financial consultant and planner based in Barrington, Illinois, with a strong focus on helping clients achieve their long-term financial goals. A certified financial planner (CFP) with additional certifications in wealth management, estate planning, and retirement planning, Paul brings a wealth of knowledge and expertise to his clients at UBS Financial Services Inc.

With a client-centered approach, Paul takes the time to understand each client's unique financial situation, goals, and concerns, crafting personalized strategies to help them navigate the complex world of investing and financial planning. His commitment to providing exceptional service has earned him a loyal client base and a reputation for excellence in the industry.

Paul E. Lee is located at 303 E Main St 3rd Floor, Barrington, IL 60010, and can be easily reached by phone at 72772133 or through his website at advisors.ubs.com. His office is equipped with wheelchair accessible entrance, parking lot, and restroom, making it convenient for all clients to access his services.

In addition to his professional credentials, Paul is dedicated to staying up-to-date with the latest industry trends and developments, ensuring that his clients always receive the most current and relevant financial advice. With a strong commitment to his clients' success and a deep understanding of the complexities of financial planning, Paul E. Lee is an invaluable resource for anyone seeking to achieve financial stability and growth.

Specialties:

• Financial consultant
• Financial planner

Other points of interest:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

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