David Lee Financial Services LLC is authorized to conduct life insurance business in Texas and may be licensed in other states. David Lee Financial Services LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. David Lee Financial Services LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company. David Lee Financial Services LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency. Investing involves risk which includes potential loss of principal.
Office location
5900 Balcones Drive, Suite 4883, Austin, Texas, 78731Give us a call
(512) 253-1403Send us an email
[email protected]