In mybook® Services Collection (edit)

Added to your services collection.
Removed from mybook!

We took this business out of your services collection.

Lee Financial Group

Be the first to review!

2756 Woodlawn Dr Ste 6-201, Honolulu, HI 96822

(808) 988-8088

CLOSED NOW
Today: Closed
Tomorrow: 8:00 am - 4:00 pm
29
YEARS
IN BUSINESS
Add to mybook

This listing has been
added to mybook.

This listing has been
removed from mybook.

Sponsored Links

Building Wealth and Trust in Hawaii since 1988

Business Description

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.

Hours

Regular Hours

Sat - SunClosed

Services/Products

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
  •  pension and profit sharing accounts.

We specialize in the mutual fund marketplace and act as an investment manager for The Hawaii Municipal Fund, a no load municipal bond fund.  We are also the investment manager for the First Pacific Low Volatility Fund.

In addition, Lee Financial Group works with small and mid-sized companies to help them manage their retirement plan responsibilities.  We act as an ERISA 3(38) investment manager, managing turnkey systems for retirement plan operations.

Lee Financial Group is located in Manoa Valley in Honolulu Hawaii on the island of Oahu.

 

Brands
First Pacific Low Volatility, Hawaii Municipal Fund
Location

Lee Financial Group is located in Honolulu Hawaii in the Manoa Marketplace on the second floor.

 

Neighborhood
Manoa
Associations
CEFEX, the Centre for Fiduciary Excellence, LLC

 

 

Categories
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

Coupons

No coupons available at this time.

Reviews

Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate
Share Review

Like this review? Share it on your social network to get the word out!

Sponsored Links
We just redesigned yp.com! Do you like it?
× Not a Fan

× Thank You!

Feedback