Jeffrey Lee

Jeffrey Lee

Insurance Services

Jeffrey Lee has been in the Estate and Business Planning arena for twenty-five years.  He has received numerous awards and recognition for his contributions in the insurance industry.  Jeffrey is known for his ability to comprehend the large picture of family legacy planning.  It is not just about the numbers, it is about emotional intentions-and Jeffrey relates well to all parties in multi-generational families.  He is committed to discovery, discussion, and documenting objectives.  Whether it is preserving wealth or distributing assets, Jeffrey implements tax favored strategies to help achieve maximum results.

*Jeffrey is not affiliated with The O.N. Equity Sales Company.

Phone 310-231-8263 x128
Fax 310-479-1793
Mobile Phone 818-917-5099