Lee Financial Services
Located in Spokane, this financial planning firm is dedicated to empowering clients through personalized and strategic financial guidance. With a commitment to understanding individual goals and aspirations, the team offers tailored solutions that help clients navigate their financial journeys with confidence.
Their expertise spans a range of services, including retirement planning, investment strategies, and tax optimization, ensuring that each client receives a comprehensive approach to wealth management.
What sets them apart is their genuine care for client success, fostering long-lasting relationships built on trust and transparency. Clients appreciate their approachable demeanor and dedication to education, making complex financial concepts accessible and understandable. This financial planner is not just about numbers; they are about building a secure financial future for each individual they serve.
Latest Feedback
- "I had a fantastic experience working with the team! They took the time to really understand my financial situation and helped me create a plan that fits my unique needs. Their guidance has made a significant difference in my confidence when it comes to investing. Highly recommend!"
"The level of service here is exceptional. I appreciated how the staff explained everything in detail and made me feel comfortable asking questions. They helped me with retirement planning, and I feel so much more secure about my future. Their professionalism and knowledge truly stand out."
"I was pleasantly surprised by how approachable and friendly everyone was. They made what I thought would be a daunting process feel simple and manageable. Their personalized approach to my financial goals was refreshing, and I left feeling empowered and informed. Will definitely be returning for future financial advice."
Customer Reviews
What People Say
Edward Vienna
June 22, 2025
I recently had the pleasure of working with this financial planning firm, and it was truly a game-changer for me. The personalized approach really stood out. They took the time to understand my financial history and future goals, crafting a plan that felt uniquely mine. I was particularly impressed with the thorough research they did on potential investment opportunities which paid off nicely! Moreover, they were always available for questions and provided timely updates on my investments. My only feedback would be to improve their online booking system, as it was a bit tricky to navigate. Despite that small hiccup, I feel more secure and informed about my financial path now than ever before!
Harper Howard
January 1, 2025
I had an excellent experience with this financial planning service. From the moment I walked in, the staff was welcoming and genuinely interested in helping me with my financial goals. They took the time to explain everything clearly, which was a huge relief because I often feel overwhelmed by financial jargon. I appreciated how my planner customized a strategy tailored specifically to my situation, rather than offering a one-size-fits-all solution. The follow-up sessions were just as informative, and I left every meeting feeling empowered and confident about my finances. The only minor issue was the wait time; I had to wait about 15 minutes past my appointment time during one visit. Overall, I highly recommend them if you're looking for trustworthy guidance on your financial journey!
Yuki Shepherd
July 17, 2024
Simply fantastic! The staff here are super friendly and knowledgeable. They really took the time to understand my financial situation and helped me set realistic goals. Highly recommended!
Kofi Lovejoy
June 20, 2024
I can't say enough good things about my experience here! The team is incredibly knowledgeable and professional. They helped me set up a 401(k) and provided excellent advice on investing. I loved how they broke down complex ideas into simpler terms, making it easy to understand my options. My planner was very patient, answering all my questions and making sure I felt included in every decision. The office environment is also welcoming, which made me feel at ease discussing my finances. The only thing I wish is that they had Saturday hours because I have a hectic work schedule during the week. Otherwise, I highly recommend this service to anyone looking to take charge of their financial future!
Sawyer Winthrop
April 12, 2024
What an incredible experience! I went in for a consultation, feeling a bit lost about my financial future, and walked away with so much clarity. The planner I worked with was not only knowledgeable but also incredibly empathetic—something I didn't expect when discussing finances. They really listened to my concerns and aspirations, crafting a plan that felt designed just for me. I was particularly impressed with their transparency; they explained every fee and potential risk, making sure I was comfortable with each decision. Additionally, I loved that they offer ongoing support. I left feeling like I had a partner in my financial journey! One area for improvement could be their phone response time; I had to leave a message a couple of times before I got a call back. Nonetheless, I am thrilled with the service and will continue to recommend them to friends and family!
Today
Opening Hours
| Monday | 9 AM–5 PM |
|---|---|
| Tuesday | 9 AM–5 PM |
| Wednesday | 9 AM–5 PM |
| Thursday | 9 AM–5 PM |
| Friday | 9 AM–5 PM |
| Saturday | Closed |
| Sunday | Closed |
How to go there
Location
Financial planner Loc: 47.6183 / -117.356
Plan your visit
Weather
- Spokane
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