Lee Financial Group
Terry Lee, President & CEO
2756 Woodlawn Dr., Suite 6-201, Honolulu, HI 96822
We’re a Hawaii based investment management firm offering services to a broad range of clients, including individuals, trusts, estates, businesses, charitable organizations, and pension and profit sharing accounts.
Why do our clients choose Lee Financial Group? We believe it’s because of our old fashioned “aloha” spirit. Since 1988, we’ve focused on building a business that is rooted in strong family and community values. At Lee Financial Group, we spend time with our clients, getting to know them and their concerns. Our entire staff is committed to servicing each client in a professional, honest and friendly manner. When you work with our firm, we hope you become part of our extended family.