Lee Financial Services - Spokane, Washington

Lee Financial Services

Lee Financial Services se encuentra ubicado en 3918 S Rebecca Ln, Spokane, WA 99223, en un entorno accesible para personas con discapacidad, con entrada accesible para personas en silla de ruedas y estacionamiento accesible para personas en silla de ruedas. La empresa puede ser contactada al teléfono 5094481600 o a través de su página web spokanefinancialplanners.com.

La empresa se especializa en ofrecer servicios de planificación financiera, consultoría financiera y gestión, así como asesoramiento fiscal de alta calidad. Con una experiencia de más de 8 años, Lee Financial Services ha demostrado ser una opción confiable y de alta calidad para las necesidades de sus clientes.

Los clientes satisfechos han destacado el servicio excepcional proporcionado por la empresa y su representante, Larry, quien es conocido por ser amable y muy conocedor de su trabajo. Se ha mencionado que Larry pregunta todas las preguntas necesarias para entender las necesidades específicas de cada cliente, lo que les permite a los clientes optimizar sus ingresos y ahorrar dinero en impuestos. Esto ha llevado a que muchos clientes le sirvan a la empresa durante años.

La ubicación de la empresa en Spokane, WA, permite a los clientes que buscan servicios financieros cercanos a casa. La empresa también es accesible para personas con discapacidad, lo que la hace una opción práctica para aquellos que buscan servicios financieros inclusivos.

👍 Opiniones de Lee Financial Services

O D.

5/5

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

Peggy H.

5/5

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!

LuRae S.

5/5

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 mother's 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!

Dorian G.

5/5

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.

Don W.

5/5

I have used Lee Financial Services for my taxes for many, many years. Always friendly, accurate and on time. Also used Larry for life insurance and retirement planning, which has proved very instrumental in my current retirement. You will not find better than Lee Financial Services.

Bobbi

5/5

I've trusted Larry with my personal and business taxes for many years. He is professional, fast, and accurate. He’s found ways to help me that are well beyond what I expected. He’s sends me a list of what I will need every year. He’s taken care of my portfolio, rentals, etc. He’s excellent at what he does!

Jonah L.

5/5

Wow! I've been doing my taxes since I was 16 years old. I thought I knew what I was doing, but when things started to get more complicated, I needed major help. I thought turbo tax was impeccable, but I was wrong. Last year I paid over $7,000 in taxes...this year, according to turbo tax - over $3,000. I couldn't put the time and energy into figuring out all the rules. This all changed when I scheduled an appointment with Lee Financial services! This guy knows taxes. He saved my wife and I over 2,000 dollars in taxes this year. Stop doing your own taxes, save money and time by setting up an appointment with Lee financial services today. They even gave us chocolates for being first time customers!
Larry, thank you!

Joe G.

5/5

I have a business and a job. Filling for me was usually overly complicated. Larry has helped me now for 4 years and its no longer a stress in my life to file taxes.