Susan Lee, EA, CFP

Kimberley Haley _{on Google}

Jan 15th, 2022

Susan is extremely knowledgeable in her profession, goes above and beyond on your behalf and if you have a complicated situation she will even seek external validation if needed. I trust her wholeheartedly. She is a true New Yorker in that she tells it like it is but I prefer that and have had many of the most interesting, enjoyable life conversations with her once the work was done.

Henry B _{on Google}

Apr 6th, 2020

Asked about my immigration status within the first 10 seconds of the call (I have an accent). No explanation why. Weird move...Similar experience to other reviewer re: her assumptions/attitude about our income.

Gene Kim _{on Google}

Apr 22nd, 2016

I called to learn more about her services, but she was argumentative, rude and condescending from the beginning of the call. I quote, "you're problem is that you don't make a lot of money" . She asked what my wife's job was and said, "oh, then she doesn't make any money either".
When I told her that we cleared 6 figures together, her tone and attitude changed.
I told her that we were probably not a good fit for her as clients.
Perhaps if you're wealthy enough, she'll treat you with more respect and maybe take you on as clients.
Maybe.