Lea Financial Management, Inc - Bryan (TX)

Jose yamil Mendez Sanchez My last provider kept making billing mistakes. Julia helped clean everything up and ensured I got the right coverage. She made the switch painless

Courtney Clements Reece took the time to actually help us understand investing and the market. We really appreciate the attentiveness he gives his customers. His intentionality to be available to us and the ease of using the systems online, where our entire portfolio is accessible in one spot is a game changer.

Kayli Shipman The staff and Tina are extremely thoughtful and caring. They sent me a hand written card and were so sincere. The card was hand crafted and took time, energy and thought into it and was so appreciated! I had called requesting a transaction and had to call to cancel the same transaction shortly after-there was no grievance in having to do so and I was met with kindness and understanding! Thank you Natalie!!! Thank you Tina and Hilda! ❤️