About us

I have been a Financial Advisor for over 20 years now and how did it all start?

After having a successful career for over a decade as a reporter and editor for a number of reputable publications, I got into an accident which made me realized that everyone should have proper insurance coverage.

My ability to understand client needs through my reporting experiences and having lived through tough times, I have devoted my life to helping others. I would love the opportunity to show you how I personally changed my situation and how I have helped my clients achieve their financial goals.
After over 25 years of being a community volunteer to help people filing their tax, I also provide tax filing as a service now.

Mimi is an amazing financial advisor. Mimi was introducing to me from friend about her expert in financial services. I have been client of Mimi since 2007.  Having such great advisor is an asset and makes me sleep very comfortable at night. During our recession in 2009, Mimi had very strong guidance for me to become financial stable.
I always recommend Mimi to all my colleague and friends. Fantastic financial advisor/planner!!!

Sampson Ayeh

Paul Jian

Mimi has been my financial advisor for years and I have done very well taking her advice. I've also recommended her to friends and they too have found her insight and advice to be very useful. She is great at what she does and you can tell she loves her job.

Sharief Chandler

Mimi helped me file several years of taxes. She is very professional, knowledgeable, and easy to work with. I look forward to staying on top of my taxes with Mimi in the future, and wouldn't hesitate to recommend her to anyone!

Sheryl Gordon

Mimi has helped me tremendously with my finances. She put me on a plan that was manageable and allowed me to continue living my lifestyle while putting money away for emergencies. I have been recommending her to my professional colleagues and they have all been very pleased with her services. With that said, I highly recommend Mimi Lee for any personal financial services you require.

Kwame Djan

Mimi offers expert financial advise and tips.
She's very trustworthy and honest. I would recommend her to anyone!

Nerissa Thomas

More testimonials can be found on my Linkedin profile

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