Lee Financial Group
Regular HoursSat - SunClosed
- General Info:
Lee Financial Group is a Hawaii based investment management firm offering services to a broad range of clients including individuals, trusts,estates, businesses, charitable organizations, and pension and profit sharing accounts.
Since 1988 we have focused on building a business that is rooted in strong family values and community values. At Lee Financial Group, we spend time with our clients, getting to know them and their concerns. Our entire staff is committed to servicing each client in a professional, honest and friendly manner. When you work with our firm, we hope you become part of our extended family.
With a breadth of experience, Lee Financial Group strives to help clients achieve their investment goals.
- First Pacific Low Volatility, Hawaii Municipal Fund
Lee Financial Group is located in Honolulu Hawaii in the Manoa Marketplace on the second floor.
- CEFEX, the Centre for Fiduciary Excellence, LLC
- Business Coaches & Consultants, Financial Services, Investment Management, Mutual Funds, Financial Planning Consultants, Retirement Planning Services
- Other Information:
Specialties: Brochures, Retirement Planning, Market Research, Successions, Strategic Planning