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MassMutual financial professional.

Lea (Lee) Bancroftemail

Lea (Lee) Bancroftemail


Bancroft & Associates

81 Main Street
Mount Morris, NY 14510

Professional Story

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Education

Rochester Institute of Technology, Bryn Mawr

Hobbies

Martial arts, developing new cooking recipes, gardening


Languages: English


Credentials: MSFS, CLU®, ChFC®, ChSNC™


Specialties:Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Special Needs, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Financial Planning


Check the background of this investment professional on FINRA's BrokerCheck