LEE FINANCIAL SERVICES

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations... The core of who we are is rooted in loyalty and trust-it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first-time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual who we encounter... Whether you are just starting your career or are enjoying retirement, we are dedicated to providing solutions by taking a holistic financial planning approach. As an independent, family-owned business we provide objective opinions, advice and strategies that are designed to achieve long-term results.

Primary location: Ottertail United States