Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Turmail & Associates
Team photo for Turmail & Associates

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Our advisors

Advisor photo for Lee M Turmail

Lee M Turmail

MBA, CFP®

Private Wealth Advisor

Managing Director
Learn more about Lee M Turmail


Our team

Jamie Rubenstein

Jamie Rubenstein

Registered Client Service Associate