Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS® - Everett (WA)

Tom Mckune Very helpful staff. Have helped me through a few difficult things with ease.

T T My wife and I had a great experience working with Lance on our recent home purchase. He was upfront about everything and I always felt very in the loop. We even pivoted to grab a better rate with lower closing costs and still closed on time without concern. If you are looking for a knowledgeable, honest, and genuinely helpful mortgage broker then I highly recommend talking with Lance.

Rhonda Hall Amazing service great customer skills

Lexi Jo The ladies that run this office are extremely knowledgeable and helpful

Jaci West I was so nervous to do my taxes because I was self employed. But she made it soo nice and fun! 10/10 would recommend (I already have)

Carena Howard I have been having Sheila do my taxes for over 10 years now. I went to another company and they messed up my taxes and Sheila fixed them for me, ever since that she has been my Rockstar when it comes to taxes. Any time I have questions or concerns about anything tax related she is there to assist and make sure I am understanding everything. I highly recommend her to anyone looking for assistance with their taxes.

Toby vanRoojen Worked with Joe for years with great success. Honest earnest advice I can trust.

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.