Lee Robinson & Associates Inc
Closed
5250 Claremont Ave
Stockton, CA 95207
Lee Robinson & Associates Inc, based in Stockton, CA, specializes in connecting clients with vetted financial advisors tailored to their specific needs. Their personalized matching service is designed for individuals with portfolio sizes of $100,000 and above, ensuring clients receive quality and confidential financial advice.
The firm emphasizes a straightforward approach, taking less than five minutes to complete a request for advisor matching. With a focus on privacy and security, they provide clients with access to experienced advisors who have undergone strict screening processes.
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