Lee Financial
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
8350 N Central Expy Ste 1800, Dallas, Te...Phone Number
(972) 960-1001Website
www.leefin.comRevenue
$27.3 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
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2
About Lee Financial
Lee Financial has been providing fee-only financial advice since 1975, focusing on helping families and businesses achieve their financial goals. As an independent firm, they prioritize their clients' best interests without accepting commissions, offering tailored solutions through a service-driven approach. Their WholeVision approach involves ongoing dialogue and proactive monitoring to address clients' diverse needs and evolving long-term objectives. Lee Financial aims to empower clients to define their vision of success and move confidently toward it with organized planning and discipline.Explore more
Lee Financial Org Chart
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Activity Insights
Lee Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Lee Financial financials insights
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2020
Debt
$350K
Lee Financial Tech Stack
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Most Recent Scoops
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to financial reporting within the last nine months.
Financial Planning, Financial Reporting
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to commission accounting and management systems within the last nine months.
Accounting, Financial Planning, Billing & Invoice, Financial Systems, Business Finance, Finance
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to budget creation and management within the last nine months.
Financial Planning, Business Finance, Finance, Financial Operations
Project
A front-line source in Financial Planning has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to asset management within the next three to six months. The organization is interested in a new cloud-based software to support these efforts.
Cloud, Asset Management, Request for Proposal (RFP), Financial Planning, Software
Project
Spending/Investment, Data Management, Contingent Workforce, Data Science, Financial Planning, Compliance
Lee Financial News & Media
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Lee Financial has been providing fee-only financial advice since 1975, focusing on helping families and businesses achieve their financial goals. As an independent firm, they prioritize their clients' best interests without accepting commissions, offering tailored solutions through a service-driven approach. Their WholeVision approach involves ongo... Read More
