Bill Lee & Associates - 513-942-8700

Welcome To Bill Lee & Associates

Bill Lee & Associates is a professional and reliable financial planning and investment management firm located in West Chester, Ohio. For nearly 40 years we have been providing comprehensive financial services to individuals and businesses throughout the area. Our highly experienced professionals specialize in creating customized financial plans designed to meet your individual goals and objectives. We take the time to get to know you and your unique financial situation, so that we can create an individualized plan to help you reach your short and long term goals. Backed by our dedication to client service and our commitment to excellence, we strive to provide all of our clients with the advice and assistance they need, at each stage of their financial lives. We provide a wide range of financial services, from retirement planning and investment management, to estate planning and tax planning. We also offer access to bankers and other financial professionals, so we can provide you with the complete financial solution you need. We believe that informed clients make better decisions, so we provide detailed information and easy to use tools, to help you make the right decisions for you and your family. For more information on how we can help meet your financial goals, contact Bill Lee & Associates today. Call us at 513-942-8700, or visit our office located at 6831 Miller Lane, West Chester, OH 45069.