Larry Lee has over 30 years of experience in the financial services business, and some impressive letters behind his name. He holds a Master’s Degree in Financial Services (MSFS), is a Certified Financial Planner (CFP®), and is an Enrolled Agent (EA). This last designation allows him to represent clients before the IRS.

Larry enjoys helping people. His original training as a math teacher is evident in his patient communication style. His many loyal clients value his warmth and attention to detail.

While Larry Lee does tax preparation and payroll services, his special expertise is in crafting financial plans to fit the individual. He understands the complexities of Taxation, Social Security, Investments, and Retirement. Merging his knowledge of these pieces, he tailors a financial plan as unique as you.