Lee Financial Group
Lee Financial Group

Lee Financial Group

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Introduction: Lee Financial Group is dedicated to providing small- to medium-sized businesses the right solutions to their accounting, tax and business management problems. We seek to become a trusted advisor offering high-quality, timely, and ethical services for a fair price.
Overview

3 employees

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Reviews
Exceptional 5.0

5 reviews

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Mike P.
Jul 6, 2014
Amazing ethics and service ! Only person I trust with my taxes and finances . Very personnal service and highly knowledgeable in the finacial service field A++++++++++++++++++++++
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Jackie C.
Jul 6, 2014
Jerry and his firm provide excellent services to my small business. They help me work through issues and put my business in its most favorable position
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Marius M.
Jul 6, 2014
Integrity, experience, strategy, direction. For more than a decade, Jerry and his team have been my premier choice for business consulting, accounting services, and mentorship. Rarely will you come across someone who wins your trust almost instantly and will genuinely maintain your best interests while upholding uncompromising ethics. Every time I think of referring financial services, I always pick Jerry at Lee Financial Group.
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Daniel O.
Jul 7, 2014
Jerry has provided our organization with a wide range of financial services for many years. His work is not only of the highest quality, but he also has offered sage advice on many critical matters.
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Janice P.
Dec 2, 2014
The team at Lee Financial Group is knowledgeable, friendly and provide excellent service. They stay abreast of the most current tax information, leverage technology effectively and provide wise consultation. I highly recommend them!

FAQs

  • What advice would you give a customer looking to hire a provider in your area of work?

    Accounting and financial professionals have varying levels of service and quality. We suggest seeking a professional who seeks to become a trusted advisor, communicates effectivley and is not afraid of and will answer your questions. A package of services for a flat fee allows small to medium sized business to budget, plan and grow without the fear of being billed every time you call to ask a question.