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Your financial advisor in Spokane will work with you to create tailored wealth management strategies. Find a financial advisor near you.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We specialize in helping our clients with their taxes, payroll services, investment direction, or an overall financial plan. At Lee Financial Services, we understand the complexities of Taxation, Social Security, Investments, and Retirement. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you. You are unique, and have your own definition of financial independence. No single financial strategy fits all. Merging knowledge of all these pieces, we create a plan as unique as you.
Our mission is to help people with their financial decisions. Whether you are looking for tax help, investment direction, or an over-all financial plan, our personalized service focuses on you.
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