Lee McGowan (CFA®, CFP®)

Lee McGowan focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

April 08, 2016

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This Office

801 Main St Ste 14 Concord, MA 01742-3313 Phone: (978) 451-6466