Lee Odgers, B.A., CFP

Certified Financial Planner
Investment Representative
Freedom 55 Financial

Testimonials

I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism I offer.

Over the years Lee has worked with me as my financial advisor looking after both my personal and my business needs. I have always found him to be highly competent and trustworthy. When I first began working with Lee in 2007 my business was really starting to grow but still in its infancy. Lee has provided me with sound advice ever since.

Through his comprehensive planning process, Lee takes the time to listen to what my goals and objective are and then creates solutions to best serve me, my family and my businesses. Lee brings with him his team of professionals to provide some of the greatest advice in tax and planning in the country. I highly recommend Lee Odgers to any business owner looking for added value and advice.

Morgan Carey
CEO Real Estate Webmasters

Our accountant, whom we trust and respect, recommended Lee Odgers to us a few years ago. At that time, we met with Lee to discuss our company’s Life Insurance needs and soon realized that we knew very little about how unique our needs were.

Lee was very patient with us and spent several meetings illustrating his recommended options to help us achieve our goals. He took time to understand our business, our family and us as individuals. Lee listened to and appreciated the things that were important to us.

Getting to know Lee after many meetings and thorough discussions with regard to our companies’ goals, we decided to have Lee manage our personal investments as well. It seemed a natural fit to include him in more of our financial planning.

We look forward to our discussions with Lee. We always learn something new, and gain a deeper understanding of how crucial planning is. Lee is passionate about what he does and his enthusiasm about the services he provides is contagious.

Leah Pile
WPC Building Services

We have been clients of Lee Odgers for a year and a half and have been impressed with his professionalism and very personable manner. He is always well-informed about the products he offers and has had a keen interest in providing the most suitable services to meet our needs. He is diligent, reliable and respectful and we would have no hesitation in recommending him as an investment/insurance advisor.

Dr. Ed and Sue Cancade