Welcome to I. E. Lee Financial Services

We are dedicated to providing excellent financial services and helping you achieve your financial goals. Our scheduling process is simple and convenient. Before booking an appointment, please take a moment to review the information below.

Welcome to I.E. Lee Financial Services

Pre-appointment information

Please take a moment to familiarize yourself with the important details before your appointment. It is required that you arrive with no makeup and be punctual, arriving at least 15 minutes early.

Cancellation policy

At I.E. Lee Financial Services, we understand that unforeseen circumstances may arise. To help us manage our schedule efficiently, we kindly request that you notify us at least 24 hours in advance if you need to cancel or reschedule your appointment.

Payment procedures

For your convenience, we offer various payment methods including credit card, cash, or bank transfer. Please note that a deposit may be required for certain services. If you have any questions regarding payment, feel free to contact us.