Our clients have great things to say about us.
What started as a simple inquiry, evolved into a much needed, very complex, estate sorting. Coralee and Lee, guided us through the whole process, start to finish, with very professional service. Our family has really enjoyed our experience working with Coralee and Lee of Benson View Private Wealth. We highly recommend their services to all of our friends and family, thank you!
Working with Coralee was one of the best financial decisions we’ve made to date! We had been putting it off thinking “we don’t make enough money” or “we’re too young to think about life insurance.” But after making the appointment and learning SO much from Coralee we feel much more financially literate and equipped to make both short-term and long-term financial decisions.
Lee takes the time to listen to what my goals and objective are and then creates solutions to best serve me, my family and my businesses. Lee brings with him his team of professionals to provide some of the greatest advice in tax and planning in the country. I highly recommend Lee Odgers to any business owner looking for added value and advice.