About Lee
Stanley "Lee" Zagorski has been helping people build and preserve wealth since 1998. The key to this process is the personalized approach he takes in helping his clients with a broad range of their financial needs - from wealth accumulation and assets diversification to retirement and education planning. His clients include Baby Boomers, busy professionals, small business owners and middle-income individuals.
Lee says, "I strive to provide professional, but down-to-earth, advice and services. I bring a winning attitude to investing in your future. I have had an opportunity to be successful in my career, in sports, and with my family. I love sharing success with others."
Lee is well qualified to help his clients. He graduated from Bentley College with a bachelor's in Accounting, then from New Hampshire College with an MBA in Management. Through a vigorous program of ongoing education, he's earned the advanced professional designations of Chartered Life Underwriter™ (CLU®) and the Chartered Financial Consultant™ (ChFC®) - making him a multi-faceted financial planner qualified to help people with all their financial needs.
Due to the outstanding service he provides, Lee has built a loyal following of satisfied clients. His business continues to flourish thanks to clients referring him to friends, family members and business associates.
Lee has been active in his community as a selectman, past district governor for the Lions, American Legion member, Water District treasurer, softball umpire, and basketball coach. He and his wife, Linda, have been married for 34 years and have three grown children.
