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Lee Financial Corporation
Lee Financial is a personal financial services firm that provides tailored financial planning and investment portfolio management services. Our focus is on helping our clients achieve security, success, and fulfillment in all aspects of their lives by incorporating a client’s human, financial, shared and fulfillment capital to create a holistic and unique approach we call WholeVision™.
In addition to our unique processes, Lee Financial is committed to creating and maintaining a strong culture for our employees and clients. This commitment can be seen in our core values:
Character – honesty, integrity, accountability
Commitment – to client service and high professional standards
Change – forward thinking, adaptive, innovative
Community – charity, culture, personal growth, fun
In addition to our unique processes, Lee Financial is committed to creating and maintaining a strong culture for our employees and clients. This commitment can be seen in our core values:
Character – honesty, integrity, accountability
Commitment – to client service and high professional standards
Change – forward thinking, adaptive, innovative
Community – charity, culture, personal growth, fun
Recent Awards
2014
2012
2011
2010