@leehawaii.com
Weβre a Hawaii based investment management firm offering services to a broad range of clients, including individuals, trusts, estates, businesses, mutual funds, charitable organizations, and pension plans.
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Lee Financial Group Hawaii is a trusted brand that has been helping individuals in Hawaii build and manage their wealth since 1988. With a focus on providing peace of mind, they offer a range of Wealth Management Services to ensure their clients have the necessary resources to enjoy life and handle unexpected expenses. Their team of experienced professionals, including experts like Amber Lynn K.
Suhas, Charlotte Meyer, and Janni Iha, are dedicated to helping generations of Kamaaina make the most of their hard-earned savings. In addition to their Wealth Management Services, Lee Financial Group Hawaii also offers the Hawaii Municipal Fund (SURFX). Created in 1988, this fund provides an opportunity for investors to earn tax-free income while investing in the community.
With a commitment to transparency, Lee Financial Group Hawaii makes their team and company information easily accessible on their website. For more information about Lee Financial Group Hawaii's services, you can contact them via phone at (808)988-8088 or email at Info@LeeHawaii. com.
Their office is located at 3113 Olu Street, Honolulu, HI 96816
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