Bob Lee - Owner/President
Kim Mitchell - Advisor
Maureen Lee - Office Manager
Diana Fullerton - Administration
We are very pleased to be of service to you. Offering many aspects of a financial plan, advice, in assisting you in reaching your full financial goals both current and for retirement.
We are a 4 person team. We have 2 advisors with over 42yrs of service, an office manager and a marketing assistant.
With the growth of our town, we still strive to provide you with good old "home town service".
We are a full service office. Offering everything to help you reach your retirement goals & dreams, to saving for your childs/grandchilds education, to providing Mortgage Insurance, Life insurance, Critical Illness & Disability insurance. We also offer travel and health and dental plans.