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We are all customers of multiple businesses.
We frequent restaurants, gyms, hotels, airlines, grocery stores, malls, doctors and dentists and investment professionals.
They all want to know how your experience was. Call were you treated with respect? Did you find the right product? We’re all your questions answered? Would you return again? Would you refer someone to them?
Are you a satisfied customer?
With humility I am honored to say the feedback we received from our clients is extraordinary. We have a long lasting relationship with many of our clients. We receive 6 to 8 referrals from clients each month. And lots of repeat business.
We want to exceed our client so presentations so you are more than satisfied.
Have a question? We are here to help. Send us a message and we’ll be in touch.
Robert Lee offers securities in Florida, Louisiana, Maryland and Ohio through Independent Financial Group, LLC. Member FINRA / SIPC. Fortitude Financial Group and IFG are unaffiliated entities.
Fortitude Financial Group and IFG are unaffiliated entities.
OSJ branch: 12671 High Bluff Dr. Suite 200, San Diego, CA 92130.
Robert Lee is licensed in Florida, Georgia, Louisiana, Maryland, and Ohio
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
The material contained herein is for informational purposes only and does not constitute tax nor legal advice. Investors should consult with their own tax advisor or attorney with regard to their personal situation. The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.
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