3120 Wall Street
The mission of The Kessinger Lee Group is to act on our years of combined experience to build and execute a customized wealth management plan for our clients. We operate on a carefully formulated strategy that positions our clients’ portfolios to weather unpredictable market conditions and life events. In so doing, we allow our clients to move forward with financial confidence.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We utilize a long-term investment approach to meet a variety of client objectives – increasing financial worth, sustaining income in retirement or building funds for education and charitable purposes. Regardless of their goals, our mission is to establish and maintain mutually beneficial relationships with our clients by providing them with the highest level of personal attention.
Over the years, we have found that a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We have worked hard to gather a support staff that shares the same vision and mission of providing the best service possible to our clients. Kim, Sally, Ashley, and Amy truly are the backbone of our business.
Alongside your Financial Advisor, they assist in the onboarding process, move money, create meeting agendas and reports for client meetings, manage post-meeting follow-up, oversee implementation of any changes to accounts, collaborate with your CPA, attorney, or other professional advisors as needed, and are your point of contact for what you need.