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    George M. Lee

    CLTC, CLU®

    Also Speaks Chinese - Mandarin

    Check the background of this investment professional on FINRA's BrokerCheck

    About George

    “After a successful first career leading an international financial media company, I founded Nexus Financial Strategies to address precisely the types of challenges I faced as a consumer. I needed help with the constantly moving targets of complicated stock options, tax efficient decision-making, downside protection, and how to create a lasting legacy. I questioned the use of proprietary products and company affiliations, and struggled with finding an advisor I could trust.

    If you find yourself in a similar situation, I invite you to connect with me to learn more about my approach. Supported by my team of experienced specialists, I advise business owners, attorneys, physicians, and working professionals in finance, technology, real estate and other fields on a wide range of financial topics.”

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    George M. Lee CLU®, CLTC is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 1140 Route 22 East, Suite 202, Bridgewater, NJ 08807, Tel: (908) 704-1800

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Florida, New Jersey, New York

    I am licensed to sell Securities Products in the following jurisdictions:
    California, New Jersey, New York

    George M. Lee CLU®, CLTC, Bridgewater, NJ, CA Insurance Lic.# 0I67697

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