Albert Lee CFP
5 / 5 3 rating
Customer Reviews
  1. Edward Li
    August 14, 2017 at 22:25 PM
    (5)
    I worked with Albert on both my home purchase back in January 2017 and a refinancing that just concluded. Overall, Albert provided incredible service for both processes and I would recommend him to anyone for a loan or refinance! Albert is extremely detailed and highly communicative. He walked me through the details of my loans on both occasions and helped me understand the different terms. He provides frequent updates and is clearly on-top of getting me the best rate possible in the market. Albert also helped me to track when I needed to get the refinance and helped me determine the optimal time to do so. If I need to take another loan, Albert is who I will go to!
  2. Sara Ding Chen
    August 19, 2016 at 18:45 PM
    (5)
    Albert is excellent. He is so patient, and willing to help us to work out all the details the lander had questions on. He is very detail orientated too and very experience, he would review everything for us once before we even submit the loan application. He had help my family to successfully get our loans for so many times.
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Related Listings
  • Albert Lee CFP
  • Total: 3    Avg: (5)
  • 275 Saratoga Ave #220, Santa Clara, CA 95050, USA
  • (408) 979-8800,
Similar companies in Santa Clara
  • Monday: 9:00 AM – 7:00 PM
  • Tuesday: 9:00 AM – 7:00 PM
  • Wednesday: 9:00 AM – 7:00 PM
  • Thursday: 9:00 AM – 7:00 PM
  • Friday: 9:00 AM – 7:00 PM
  • Saturday: Closed
  • Sunday: Closed
  • 275 Saratoga Ave #220, Santa Clara, CA 95050, USA

  • (408) 979-8800