The testimonials on this website may or may not be representative of the experience of other clients, and are no guarantee of future performance or success. To protect the privacy of our clients we have only used only their first and last initials.
Consummate Professional with a Great Personal Touch
“I have known Lee for the past 16 years. During this period, we have worked together to develop a “game plan” for my eventual retirement. Lee has always been extremely patient with me, taking the time to fully answer all questions as well as to completely explain “point by point” the intricacies of my investments, annuities, life insurance and long term care policies. He and the excellent staff at Wealth & Wisdom Partners have the entire package that would meet everyone’s investment and retirement needs. In collaboration, Lee and I have designed a personal and unique portfolio that fits perfectly with my conservative investment views.
As a result, I am confident that all of my short and long-term needs as well as the future needs of my family have been completely addressed. Lee can best be described as the consummate professional with a great personal touch.”
“Having worked in the insurance and financial planning industry for the past 37 years, it was quite gratifying for me to be able to retire with a comfortable income due to the planning that was accomplished by the team at Wealth & Wisdom Partners. We appreciate the professional manner with which we were treated and the conservative approach that was taken in order for us to reach our financial objectives. I strongly recommend their services to anyone seeking financial freedom.”
All the Bases are Covered
“Lee is awesome! I’ve never met anyone who looks at the big picture of investing the way that he does. All the bases are covered.”
A Wonderful Difference in my Life
“Wealth & Wisdom Partners have made a wonderful difference in my life. Lee and Traci always return my phone calls, see me immediately when I feel there is a need and make me feel that my business is appreciated. I have recommended Wealth & Wisdom Partners to my family and friends. I do this with confidence, knowing Lee is a man of integrity and honor with exceptional knowledge in the insurance and financial strategies industry. Thank you for all you do for me, my family and friends.”
God Blessed Us with You
“I am reminded how God has blessed us with you in our lives. Your care and concern with our professional and personal well-being is appreciated much.”