Lee Financial Services

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

316 MN Highway 78 N Ste 101, Ottertail, ...

Phone Number

(218) 739-9471

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Lee Financial Services

Lee Financial Services is a family-owned business that specializes in building, managing, preserving, and transitioning wealth for business owners, farmers, individuals, and families at all life stages. They offer a holistic financial planning approach, providing services such as insurance planning, investment planning, retirement planning, and estate planning. The company is dedicated to delivering objective advice and strategies aimed at achieving long-term financial results. Their target clients include those just starting their careers as well as those enjoying retirement.Explore more
Popular SearchesLee Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Lee Financial Services Org Chart

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DL
United States flag for contact location.

Cfp Lpl Financial Planner

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Founder & Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lee Financial Services

<$5M
11-50
Private
-
-
DL
Derek LeeCfp Lpl Financial Planner
$5.2M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
MM
Midhun MichaelMarketing Staff
<$5M
11-50
Private
-
-
JL
Jolain LoiacanoVice President, Insurance Operations
<$5M
1-10
Private
-
1997
N/A
Illustration of an envelope

Lee Financial Services Tech Stack

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Frequently Asked Questions Regarding Lee Financial Services

What is Lee Financial Services's official website?
Lee Financial Services's official website is www.lee-financial.com
What is Lee Financial Services's Revenue?
Lee Financial Services's revenue is <$5 Million
What is Lee Financial Services's SIC code?
Lee Financial Services's SIC: 62,628
What is Lee Financial Services's NAICS code?
Lee Financial Services's NAICS: 52,523
How many employees does Lee Financial Services have?
Lee Financial Services has 11-50 employees
What industry does Lee Financial Services belong to?
Lee Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Lee Financial Services competition?
Lee Financial Services top competitors include: Equitable Advisors Northern California/Hawaii, Aureus Capital, D Riggs Financial, Financial
What technology does Lee Financial Services use?
Some of the popular technologies that Lee Financial Services uses are: Drupal, AddToAny, Google Tag Manager, jsDelivr
How do I contact Lee Financial Services?
Lee Financial Services contact info: Phone number: (218) 739-9471 Website: www.lee-financial.com
What does Lee Financial Services do?

Lee Financial Services is a family-owned business that specializes in building, managing, preserving, and transitioning wealth for business owners, farmers, individuals, and families at all life stages. They offer a holistic financial planning approach, providing services such as insurance planning, investment planning, retirement planning, and est... ate planning. The company is dedicated to delivering objective advice and strategies aimed at achieving long-term financial results. Their target clients include those just starting their careers as well as those enjoying retirement.Read More

Is Lee Financial Services a public company?
Lee Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Lee Financial Services

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