Lee J. Bordeleau Investments & Financial ServicesAn Independent Firm

About Us

Because the stresses of an uncertain financial future can sometimes be unbearable, we aim to ease that burden. We do this through careful thought and collaboration in such things as college savings, retirement planning, life insurance and much more. We take the time to sit down with you and truly learn the goals and objectives you have for your future, both financial and personal. From this information we look at your overall financial picture and make sure that your assets are allocated adequately in order to create the stable financial future you and loved ones deserve.




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Lee Bordeleau
Branch Manager, RJFS

Lee has been in the financial services industry for over 20 years, working for companies such as Advest, Inc and Merrill Lynch before finding his place at Raymond James. He studied Industrial Technology at University of Lowell, MA and has his Series 7, 63, and 24 exam qualifications.  He is on the executive board of Iroquois Trail Council BSA and is the past master of the Lockport Lodge # 73 F&AM.

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6,200 financial advisors
  • More than 2.5 million client accounts
  • Over 2,500 locations throughout the United States, Canada and overseas
  • Approximately $479 billion in total client assets

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 4/23/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

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Lee J. Bordeleau Investments & Financial Services
271 East Avenue
LockportNY 14094
Phone: 716-433-0574
Fax: 716-478-0419
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRASIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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