Beale Lee and Associates

Founded 2005 • Angie's List since February 2012

Not Rated| 0 Reviews

Description

Beale, Lee and Associates offers a complete financial evaluation and offers you solutions to help you meet your financial needs and goals. We'll help you protect and preserve your hard-earned dollars with a plan designed with and for you. We stay in touch with you throughout the year with regular updates on your account, to make necessary changes as your needs change, to provide the service you need. We provide sound investment options that are structured to last....

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Call (888) 864-8940. We are a no-cost service working with over 200 insurance companies in all 50 states. 10-time Super Service Award winners. Our policyholders get free claims support for life! We work for you, not the insurance companies. Our services are free and you pay the same no matter where you shop!

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Services Offered

We offer multiple investment opportunities through stocks, mutual funds, college plans, Charitable Remainder Trusts, 401(k) Rollovers, Retirement Analysis, tax-deferred solutions, income stream solutions, life insurance, investments options with guaranteed fixed rates, annuities with lifetime guarantee options and more.

Services Not Offered

Accounting, Attorney services

General Information
Free Estimates
Call or go online for your free Retirement Analysi
Senior Discount
No
Emergency Service
No
Warranties
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