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Philip W. Lee Lee Insurance Services
- Insurance
- Lafayette, CA
About this business
Phil received his BA in Economics and Econometrics with honors, Magna Cum Laude, from Cornell University, and his MBA in Finance from UC Berkeley Haas Graduate School of Business Administration. Following years of experience in banking and marketing at major corporations, he founded Lee Health Insurance Services, which specializes in employee benefits and health insurance. Lee Health is a leading producer for major insurance carriers such as Anthem Blue Cross, Blue Shield, Health Net and Kaiser. Phil is an active member of t... read more
Location details
935 Moraga Rd #240, Ste 240, Lafayette, CA, 94549, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Mercedes and Phil found a way to solve my supplemental ins. problem after I moved to CA from AR. which saved me $. Then they lead me thru the maze of forms and saved me time. I appreciate their knowledge and service!!!
Phil Lee’s office has been my broker for health insurance coverage for my small business for several years now. Not only have I found their service to be exemplary, but that they have time and again demonstrated that they had the best interests of my employees and my company in mind. As everyone in my company is extremely busy, the peace of mind we have knowing someone as competent as Phil and his staff are in handling the complications of health insurance for us is invaluable. I would highly recommend their services to fami... read more
My wife and I had recently relocated from another stae, only to learn that our health insurance would be canceled with the move. Lacking the knowledge to make a good health insurance decision I was very nervious about the entire process. Fortunately, my cousin told me to check out Lee Insurance Service. What a pleasant experience. Philip explained everything in a language I could understand, and Mercedes backing him up make a great team. We ended up getting our health insurance through Lee Insurance Serice, and I could not b... read more
I was dreading--dreading!!--having to research and find a health insurance plan for my family. Lucky for me, my former boss passed me Philip Lee's name and told me to give him a call. After my first conversation with Mercedes, I received tons of information and options via email. When I called with some questions I was passed to Phil, who not only answered them all but presented some options I hadn't considered. For my third call, I got Coreen, who not only re-explained stuff that Phil had already told me but advised me abou... read more
I've worked for Mr. Lee and never heard him say a rude word to any client. If you met him you'd see he is a kind and decent person. Notice how in dmk707's review she says, "I was a client for 5 years." She was satisfied with his services for 5 years! I've worked in customer service and sometimes a customer gets so angry when she can't get her own way that she lashes out and tries to smear the company's reputation. These type of people think, "What have you done for me lately." If you read the Lee Insurance review, he said he... read more
In response to reviewer dmk707, I will describe what transpired during a phone conversation with her without divulging any information that is protected by HIPAA privacy regulations: Our agency assisted dmk707 in successfully securing an affordable health plan some years ago and have helped her on occasions over the years without complaint. In 2007, she was unhappy with her carrier’s last rate increase. With competitive rate information that we provided, she decided on her own to submit an online application to another insur... read more
Frequently asked questions about Philip W. Lee Lee Insurance Services
How is Philip W. Lee Lee Insurance Services rated?
Philip W. Lee Lee Insurance Services has a 5 star rating with 6 reviews.
When is Philip W. Lee Lee Insurance Services open?
Philip W. Lee Lee Insurance Services is open now. It will close at 6:00 p.m.
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