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Tina Wells Lee & Associates
Trusted financial guidance in Stockton, delivered with clarity and care.
5
Business
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Trusted financial guidance in Stockton, delivered with clarity and care.
Stockton-based Tina Wells Lee & Associates provides finance and consulting services. Reviews highlight timely, clear replies, welcoming staff, and explanations of financial plans that leave clients confident. Long-time clients trust Tina and Jasmine for accounts and fund transfers, reflecting a personalized, accessible approach to retirement and future planning.
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Comprehensive strategies to help you prepare for and enjoy a secure retirement, including income management and long-term savings.
Personalized investment advice and portfolio management tailored to your financial goals and risk tolerance.
Expert guidance on financial planning, budgeting, and wealth building with clear, easy-to-understand explanations.
Assistance with setting up new accounts, transferring funds, and ongoing management to meet your financial needs.
Responsive and caring service with timely answers to questions and dedicated support from our team.
Overall rating
Shelley Pierce
Tina always provides detailed explanations but in terms easily understood. We truly appreciate you and your staff who always go the extra mile for their clients. You are super attentive, caring and quick to reply. Thanks for all the support! Shelley Pierce
Jennifer Allen-Barker
Both Tina and Jasmine always have the answer, or find it. Very timely with responses snd a pleasure to talk with. They truly understand customer service.
Deanie Bridewell
Tina and Jasmine are very welcoming. Tina's knowledge and the manner in which she explains financial plans put me at ease and I always feel that money matters have been explained to me in such a way that when I leave feel confident I've understood what we've talked about. That hasn't always been the case with other FPs. I have been happy with my association with Tina.
Kathy Fritz
We’ve been with Tina close to 35 years and we love and trust her with our accounts! We’ve have been retired now for 7 years in our new forever home in a place we call our paradise. We couldn’t have done this with our her or Jasmine. They are always there to answer our questions and send us funds anytime we request them or set up a new account for us. If you are looking at your future and retirement we highly recommend, Tina Wells Lee & Associates is the place for you!
