Nate Lee Email & Phone Number

Nate Lee is a Owner and Agent at Evergreen Futures Wealth Planning. Colleagues describe them as "The securities industry is a funny business. It is all about sales and numbers which seems to constantly conflict with doing the right thing and building solid relationships built on trust and mutual respect. Somehow Nate was able to do the former by focusing on the latter. I have been fortunate to work with many great people in the finance and retirement fields. Nate was always a valuable resource. He believed in his products and how they could help, but wasn't afraid to turn down the sale if it really wasn't going to be right for my client. Nate and his internal partners were always very patient at explaining technical aspects of financial products. They were always up front about how they worked and how they didn't work. When my clients' money is on the line, it is VERY IMPORTANT that I understand not only the rewards of what it could do, but the full risks associated with those financial products I choose for solutions for my clients. Whoever works with Nate (unless he changes the stripes his parents' painted on him from an early age) will be getting a true partner. One who cares about your success as much as his own. You won't outwork him either. Another valuable trait for a business partner." and "Nate is a dedicated professional, committed to helping his clients reach their professional goals."

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  University Of Iowa

  Communication And Media Studies