George Lee

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: Mandarin Chinese, English

"I strive to make sure my clients' financial futures are set, which means zero tolerance for mistakes."
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George Lee

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Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About George

A second-generation immigrant, and the son of a business owner, George exudes energy and drive from the moment you meet him.

As a young entrepreneur, he invested in an international financial media venture, helped the company go public, and eventually took the helm as President and Chairman.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

    • Property & Casualty: CA, NJ, NY
    • Variable Annuities: CA, FL, MI, NJ, NY
    • Securities License: CA, DC, FL, IL, NJ, NY, PA
    • Variable Life Insurance: FL, MI, NJ, NY( CA License #0I67697)
    • Fixed Annuities: FL, MI, NJ, NY( CA License #0I67697)
    • Life Insurance: FL, MI, NJ, NY( CA License #0I67697)

George Lee offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. George Lee offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.