Call Us At: (727) 688-0448
For 25 years, we strive to provide exceptional service and listen to your needs. We are honored to find solutions for your family, business, investment and life insurance needs. We do so by incorporating growth and risk opportunities, utilizing principle and dependable, sustainable income for those enjoying retirement.
We are available to work with individuals seeking sound advice and a relationship of trust. We meet with a wide range of business owners, professionals, teachers, families and individuals just getting started.
Anyone who has financial, tax, or investment challenges and wishes to plan prudently for his or her future.
We have no minimum asset requirement. We serve all those who need assistance.
No, this would be a violation of securities law. However, we strive to recommend investments that are appropriate for your risk tolerance, tax bracket and long-term goals.
Yes. It is the law.
Relationships are the only thing which matter. Our client relationships are for a lifetime. We review each account monthly offering to meet with clients for quarterly reviews. Typically, the most intensive work we do is in the initial year. We ask clients to meet with us between 2-5 times a year to keep their goals up-to-date.
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
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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