Testimonials

I have known Jon Lee personally for over 25 years, however, I utilized multiple different financial advisors because I was raised not to do business with friends. Bad decision...Jon has now handled my retirement and investment accounts for the past 10+ years and I regret not going to him sooner. He is very responsive and accessible. He is also very knowledgeable and with his guidance my accounts have experienced phenomenal growth. I have complete confidence in Jon and his staff and I highly recommend him.

Placing your financial future into the trust of a brokerage does not have to be an unsettling experience and with LCM you can be confident you've made the right decision. Jon Lee walked me through everything with patience and answered all my questions. His wisdom of, and experience with, the market has proven time and time again that I made the right decision!

I moved to Sarasota several years ago and didn't have a local company or person that I trusted to manage mine and my children's financial future.
I was introduced to Jon Lee and LCM Capital Advisors. The rest is history. He has managed everything as if it were his own. Our portfolio has increased in value every year but more importantly to me, Jon was always available not just for business but as a friend. He introduced me to options to preserve our family's wealth and for that I am forever grateful. He is always accessible for any and all questions, opinions, etc.
There is nobody I trust to manage our investments like Jon and the wonderful team at LCM Capital Advisors.

I have been working with Jon Lee for over 20 years. Jon's knowledge of wealth management is impressive. Everyone at LCM is a great to work with, very professional, extremely responsive and helpful any time needed. I highly recommend Jon and LCM for any wealth management needs.

LCM Capitol has helped our employees with growing there 401K portfolio with great advice and personal interaction with every one of them that has reached out for assistance. Jon and Joe have exceeded our expectations from day One. Glad we switched to LCM Capitol to handle our company's 401K program.

Very personal attention/services...phone calls, texts, emails, are all answered in timely (or faster) manner, a major concern with most 'wealth advisors'

LCM helped me get out of a mediocre financial service and worked with me to turn my investing ways to a much more profitable pathway to a planned secured future Jon Lee has kept in contact with me throughout and I have great trust in his advice

Professional, knowledgeable, and friendly! A class act!

I was referred to Jon Lee by a business associate a couple of years ago and I have since referred others to him. My family is surprised and thrilled to see our portfolio grow so quickly, unlike our previous experience with a national company. Jon provides the personal attention of a local company but has surpassed the results of "the big boys" for us.