General Info

George Lee, founder of Nexus Financial Strategies, entered this industry in a unique way: by starting with his own needs. More than 10 years ago, he sold his successful financial information company and sought a financial professional who could help him with all his questions and concerns regarding business, financial and tax planning strategies. Searching high and low for the guidance he needed, he could only find large institutions that were solely motivated by their bottom line or were only focused on one aspect of planning.