About Us
Lee Stoerzinger, Inc. has been helping our clients accumulate, preserve and pass on wealth since 1993. Our professional experience, independent approach, and dedication to client relationships, presents a unique opportunity for those looking to build meaningful financial success.
Our expertise is in helping clients identify and understand how the pieces of their financial lives fit together. In working with our firm, clients take part in a clear planning process; which includes defining objectives and expectations, monitoring for changes, and most importantly, measuring results in a way which apply directly to their life.
EXPERIENCED
As with most things in life, going into a situation with knowledge and confidence tends to make the outcome much more positive. Many years of providing financial solutions, in-depth understanding of varying markets and economic cycles, and staying educated in a changing industry contribute to the value we bring to each situation. Our focus is converting experience into wisdom for the clients we serve.
INDEPENDENT
Our firm has been independent since the day we opened, in both resources and recommendations made. We represent our clients to the marketplace, and believe objective advice is a primary assumption.
TRUSTED
Money is one of the most personal things in our lives. It influences our families, work, and the choices we make. When people seek a relationship with us, it is trust that is at stake. It is also the foundation of our business.