Lee - East Rock Financial Services, LLC

Business details

Category
Financial Services · Financial planner
Address
425 Market St, San Francisco, CA 94105
Phone
(415) 779-2008
Website
eastrockfinancial.com
Neighborhood
Financial District-South Beach
County
San Francisco County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Lee - East Rock Financial Services, LLC helps individuals and families in San Francisco plan for their financial future. We are a financial planning practice serving clients in the Financial District-South Beach neighborhood and across San Francisco.

Our work centers on personal financial planning, giving clients a clear, organized view of their goals, savings, and long-term strategy. We aim to make financial planning approachable, with straightforward guidance tailored to each client's situation.

Clients can learn more about our services on our website, and we welcome you to reach out to start a conversation about your financial goals.