Tina Wells Lee & Associates

About At Tina Wells Lee & Associates, we deliver more than just a financial plan or investment advice. We work with you to understand what's important and why. In the process, we become your confidante and financial concierge.

Your goals and personal needs are important. Our mission is to work together to develop, implement, and monitor your personal strategy that leads to your success.

You can expect seasoned professionals, a unique strategy using the Advanced Time Segmentation® process and impeccable customer service.
221 Tuxedo Court,
CA, 95204
ZIP Code 95204
Phone (209) 477-6400
Fax (209) 472-9938
Categories Financial Advisory Services
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