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
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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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
