Lee Financial Services - Spokane, Washington

Lee Financial Services

Located at 3918 S Rebecca Ln, Spokane, WA 99223, United States, Lee Financial Services is a leading financial services provider that offers a comprehensive range of financial planning and consultancy services. Established with the goal of helping individuals and businesses achieve their financial goals, Lee Financial Services has built a solid reputation for delivering exceptional service and personalized solutions.

Specialties: Financial planner, Financial consultant, Tax preparation, Tax preparation service
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended
Opinions: This company has 17 reviews on Google My Business. The average opinion is 5/5.

The team at Lee Financial Services consists of highly skilled and experienced professionals who are dedicated to providing the highest level of service to every client. With their expertise in financial planning, tax preparation, and investment strategies, they are well-equipped to handle a wide range of financial needs.

One of the key strengths of Lee Financial Services is their customer-centric approach. They take the time to understand their clients' unique financial situations and goals, and work closely with them to develop tailored solutions that meet their specific needs. This personalized approach has earned them a loyal client base and numerous positive reviews.

In addition to their financial planning and consultancy services, Lee Financial Services also offers tax preparation services. Their team of tax experts stays up-to-date with the latest tax laws and regulations, ensuring that their clients receive accurate and timely tax filings.

With their commitment to excellence, personalized service, and expertise in financial planning and tax preparation, Lee Financial Services is the go-to choice for anyone seeking professional financial advice in Spokane, WA.

Phone: 5094481600
Website: spokanefinancialplanners.com

👍 Reviews of Lee Financial Services

Toby B.

5/5

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.

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!

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.

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!