Call Us At: (727) 688-0448
Products And Services
Dedicated to Your Financial Success
How Can We Help You
Services We Specialize In
- 401(k), 403b & IRA Rollovers from past employers
- FRS DROP, Investment Plan and Bencor Rollover Options
- Investment portfolio reviews
- SEP Employer IRA accounts
- Open a 403(b), Roth IRA or IRA account
- Consolidating accounts
- Financial counseling through life’s transitions (loss of spouse)
- Buy/sell agreements and key man life insurance
- College 529 savings plans
- Fixed annuities
- Tax preparation
- Life Insurance
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Life Insurance
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Retirement
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Open A Roth, IRA, SEP IRA
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Take Control Over Your Finances
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
Contact Us
Have a question? We are here to help. Send us a message and we’ll be in touch.
Contact Us
Contact Info
Phone:
(727) 688-0448
Fax:
(877) 270-8037
Email:
[email protected]
[email protected]
Address: 9500 Koger Blvd N, Ste 111
St. Petersburg, FL 33702
Robert Lee offers securities in Florida, Louisiana, Maryland and Ohio through Independent Financial Group, LLC. Member FINRA / SIPC. Fortitude Financial Group and IFG are unaffiliated entities.
Fortitude Financial Group and IFG are unaffiliated entities.
OSJ branch: 12671 High Bluff Dr. Suite 200, San Diego, CA 92130.
Robert Lee is licensed in Florida, Georgia, Louisiana, Maryland, Ohio, Tennessee and Washington.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
The material contained herein is for informational purposes only and does not constitute tax nor legal advice. Investors should consult with their own tax advisor or attorney with regard to their personal situation. The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.
Check the background on this investment professional at FINRA's BrokerCheck.
