Lee Wealth Management
1662 U.S. 1, Jupiter, FL 33469
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Lee Wealth Management is a premier financial institution located at 1662 U.S. 1 in the beautiful city of Jupiter, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Lee Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Reviews
"Both my advisor C Randy Lee and his wife, Holly Lee, have been wonderful over the years that I have worked with them. Randy's advise has always been beneficial to my financial needs and I wouldn't go anywhere else for assistance. Holly takes all my messages and sends me any messages I need. They make a great team. If you are in need of a financial advisor, C Randy Lee is your Man!"
"Kevin and I are so happy that we trusted Randy and Holly with our retirement planning. They are both knowledgeable and very helpful with securing our future. They feel like family."
"I am so happy I decided to contact Randy Lee at Lee Wealth Management after hearing him speak at a retirement workshop. He is extremely knowledgeable. He reviewed my financials, and after making a few tweaks, Randy put me at ease about my retirement. I now feel confident about my financial future. I highly recommend him!"
"Randy and Holly have been extremely helpful with all my financial needs. I have known and worked with them for more than ten years and are very pleased with their knowledge of financial planning."
"I remember the first time I met Randy for my financial planning back in 2010 & left with such an amazing feeling of confidence knowing how professional & smart he was in explaining everything to me & my husband Chuck! And every meeting I have with him, I feel stronger & happier in my investment portfolio that he has prepared & guided me for our future. I’m always amazed with how quickly he gets back to me with my questions with answers that I can fully understand. I’m so grateful for having him & Holly in my life & I can always count on them! Highly recommend Lee Wealth Management!!!"
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