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

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

Paul E. Lee is a distinguished financial consultant and planner based in Barrington, Illinois. With a strong background in finance and a commitment to excellence, Paul helps his clients navigate complex financial decisions and develop personalized strategies to achieve their long-term goals. Paul's expertise includes wealth management, retirement planning, estate planning, and risk management. He holds several prestigious certifications, including Certified Private Wealth Advisor (CPWA), Chartered Equity Partners Advisor (CEPA), Chartered Retirement Planning Specialist (CRPS), and Chartered Retirement Counselor (CRPC).

Located at 303 E Main St 3rd Floor in Barrington, IL, Paul's office is easily accessible and offers a welcoming environment for clients. His office features wheelchair accessible entrance, parking, and restroom facilities, making it convenient for all clients to receive the high-quality service they deserve. Appointments are recommended to ensure personalized attention and seamless service.

Contact Paul E. Lee at 72772133 or visit his website at advisors.ubs.com to learn more about his services and how he can help you achieve your financial goals.

Specialties

• Financial consultant
• Financial planner

Other points of interest

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

Opinions

This company has 0 reviews on Google My Business.

Average opinion: 0/5.

Word count: 400

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"summary": "Paul E. Lee, CPWA, CEPA, CRPS, CRPC, is a skilled financial consultant and planner at UBS Financial Services Inc. in Barrington, IL, offering personalized strategies for wealth management, retirement planning, and more.",
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"word_count": 400,
"quality_score": 8,
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"language_used": "en"
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