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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

Albert Lee

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Albert Lee, Mortgage brokers, 4880 Stevens Creek Boulevard , Suite 200, San Jose, CA.

- Over 27+ years in mortgage planning and 20 years as a certified financial planner
- Specializes in purchases and refinances in residential financing
- Customizes financing solutions based on the client's financial goals

11/29/2022

Tracking your Net Worth and knowing where you stand will help you reach your financial goals. Set a short-term goal of calculating your Net Worth and using it to make a plan.
Learn More: www.albertlee.com/blog/

11/25/2022

Want to save money and keep pests out of your home? Make sure to regularly check the sealing/weather stripping on your doors and windows. Learn More: www. albertlee.com/blog/

11/22/2022

Houses selling too quickly for you to make an offer? Maybe you can buy a “fixer-upper”. Of course you shouldn’t buy a major renovation project, but if you’re willing to put in a little elbow grease you could finally find the home for you. Call for more information at (408) 366-0311.

11/18/2022

You can reach your financial goals, and we can help! Learn More: www. albertlee.com/blog

11/15/2022

No plans for children? Check out the schools anyway. Schools affect property value so by choosing an area with a good school, you increase the value of your house. Learn More: www.albertlee.com/blog/

11/11/2022

Your budget determines what you can do with your life. Simplify your budget and your life by paying off debts. Then you’ll have more freedom to pursue your goals.
Contact me to set up a saving plan for your future. (408) 366-0311

11/08/2022

A simple short-term financial goal is to look into life insurance. You should never rush into a decision, but if you start to look now, you can prepare for the future by making sure your loved ones are taken care of. Contact me to set up a saving plan for your future. (408) 366-0311

11/04/2022

Starting out any relationship with dishonesty is not a good move, but especially not with your future spouse. Your finances will affect both of you so be honest about them and start out right!

Learn More: www.albertlee.com/blog/

11/01/2022

Determined to buy a house during a competitive market? One possibility is to pay more than the asking price. Of course, you need to be positive that your budget will allow for that and that you’re ok with spending the extra money. For more homebuying tips, visit www.albertlee.com/blog

10/28/2022

The advice to “cut the cord” and get rid of your cable bill is so early 2000’s. Everything today is a subscription service, and you’ll quickly go broke trying to sub to them all to get that one show you like. If you’re looking for a way to save money now, think about cutting the subs.

10/25/2022

It’s a good idea to review your financial goals and see how you’re doing from time to time. Schedule a time to review and reevaluate your plans.

10/21/2022

If you’re thinking about getting married, set financial goals together with your future spouse. It’s much easier to reach goals that you both agree on and discuss beforehand.

Address

4880 Stevens Creek Boulevard , Suite 200
San Jose, CA
95129

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

https://www.yelp.com/biz/albert-lee-cfp-the-loan-story-santa-clara

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