Transforming Your Ideas into Outstanding Prints
Our Vision
At Lee Financial Services, we empower individuals to achieve financial clarity, security, and peace of mind. We believe financial planning should be personalized, flexible, and tailored to each client's unique needs and aspirations.
Our Values
Integrity, attention to detail, and client-centered approach are the pillars of our service philosophy. We uphold the highest ethical standards in all our dealings and maintain open communication with our clients every step of the way.
Who We Are
Led by experienced financial advisor Larry Lee, Lee Financial Services offers a comprehensive range of services designed to navigate every phase of life. Our team combines extensive knowledge in taxation, investments, estate planning, insurance, and wealth management to offer holistic financial guidance.
Tax & Compliance
- Comprehensive tax preparation and planning
- Tax optimization strategies for individuals and businesses
- Guidance on navigating complex tax laws and regulations
Financial Planning & Advice
- Comprehensive financial plans tailored to each client's goals and circumstances
- Development of customized financial roadmaps
- Regular review and update of financial plans to ensure ongoing suitability
Investment Management
- Investment strategies aligned with individual risk tolerance and financial goals
- Diversification across asset classes for optimal returns
- Continuous monitoring and adjustment of portfolios for performance optimization
Wealth & Estate Services
- Retirement planning and analysis
- Estate planning and documentation
- Insurance review and procurement
Additional Services
- Financial education resources and tools
- Retirement account rollovers
- Business planning and succession strategies
Why Choose Lee Financial Services?
- Personalized Attention: We take the time to understand your unique financial goals and circumstances.
- Tailored Solutions: We create customized plans that address your specific needs and aspirations.
- Experience and Expertise: Our team has over 30 years of combined experience in the financial services industry.
- Client-Focused Approach: We prioritize open communication and collaboration throughout the financial planning process.
Getting Started
Schedule a complimentary consultation to discuss your financial goals and explore how Lee Financial Services can partner with you on your journey towards financial security and success.
Praise for Lee Financial Services
Lee Financial Services has been consistently praised by its clients for their exceptional services. Reviewers have noted that Larry, a tax preparer at the firm, is "pleasant to work with" and "very knowledgeable" (Peggy Hughes). He is also described as "attentive to detail" and "careful" in his management of accounts (LuRae Schlect). Clients have praised Larry's ability to "amend past taxes" and "save us money" (Peggy Hughes). Additionally, reviewers have commended him for his "attention to detail, " "professional demeanor, " and "sympathetic" approach (LuRae Schlect).
Tax Savings and Financial Planning
Many reviewers have praised Lee Financial Services for their ability to help clients save money on taxes. Jonah Lanclos noted that Larry helped him and his wife save over $2,000 in taxes, while Joe Green expressed relief that Larry's services removed the stress of filing taxes from his life. Dorian Gunn appreciated Larry's proactive approach to staying ahead of tax deadlines and questions.
Professionalism and Trust
Reviewers have also praised Lee Financial Services for their professionalism and trustworthiness. Don Wipf has used the firm for many years and described them as "friendly, " "accurate, " and "on time." Bobbi has trusted Larry with her personal and business taxes for years, praising his professionalism, speed, and accuracy. Jonathan Barnett and Thomas have also praised the firm for their trustworthy and excellent knowledge of tax codes.
Conclusion
Overall, Lee Financial Services has been consistently praised for their expertise, professionalism, and ability to help clients save money and reduce stress.
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