Phillips Financial Corporation
1617 W Hebron Pkwy
Carrollton, TX 75010
Founded in 1975, Lee Financial is a fee-only financial advisory firm based in Dallas, Texas, dedicated to helping families and businesses achieve their financial goals. With a focus on independence and client-centric solutions, they prioritize service over products, ensuring that their clients' best interests are always at the forefront of their strategies.
Lee Financial employs a WholeVision approach to wealth management, partnering with clients to develop a disciplined system that addresses individual needs and objectives. Through ongoing dialogue and proactive monitoring, they assist clients in navigating their evolving financial journeys toward a fulfilling and successful life story.
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