Lee Financial Services - Spokane (WA)

5 /5 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.

5 /5 Toby Buckley: I’m absolutely thrilled with the service I’ve received from Lee Financial Services. Larry is a true expert—creative, resourceful, and always thinking outside the box when it comes to both tax and investment strategies. He’s honest, diligent, and keeps me informed every step of the way. No matter how complex my situation, Larry always finds effective solutions. I highly recommend him to anyone seeking top-notch financial guidance.

5 /5 Peggy Hughes: Larry is pleasant to work with and very knowledgeable. He asked all the right questions not asked by our previous tax preparers and amended our past taxes, saving us moneys we should have received. We highly recommend Lee Financial Services!

5 /5 Dorian Gunn: I typically don’t write reviews, but I’ve been working with Larry for the past year and everything has been great. He handles my monthly payroll, quarterly taxes, business tax returns, and personal tax returns too. He has been very responsive to my questions and proactive to stay in front of my ongoing tax situation as well as upcoming deadlines. I’ve been very happy working with Larry. I look forward to continue working with Larry for years to come.

5 /5 LuRae Schlect: Larry Lee has provided financial planning and tax services for my mom for many years. His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances. Upon my mothers death, Larry was helpful in guiding and advising us as we closed her accounts. He and his wife, Jenni, were sympathetic and supportive as we walked this journey. Thank you to Larry and Jenni at Lee Financial Services!