Personal Financial Planning - Kent (WA)

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.

Ashwin Prasad They are welcoming and enjoy giving wise advice for finances and life

G O Jerod Patterson has been great to work with. He’s done an amazing job providing me with explanations and resources to the questions I have. I highly recommend working with him.

Cheryl Potts Mark has been our Financial Advisor for years. He is certainly considered our friend! His extensive knowledge and awesome personality have really given us confidence in our retirement planning. He is quick to respond with any questions we have and his honesty is extra genuine as he looks out for only our best interests. We are able to sleep better at night knowing that Mark has us covered in all facets of our lives as we age. We are very lucky to have him as our Financial guide and resource!

Kylee Beveridge Every time I go to the Puyallup branch I get exceptional customer service. This time Ryan helped me & he was amazing & so helpful!