Lee Robert (Pie) Life Insurance Agency

Located at 245 Commercial St, Milton, ON L9T 2J3, Canada, Lee Robert (Pie) Life Insurance Agency is a trusted and reliable insurance agency that has been serving the community for many years. With a commitment to providing exceptional customer service and a wide range of insurance products, the agency has earned a reputation as a go-to destination for all insurance needs.

In this article, we will provide a detailed overview of Lee Robert (Pie) Life Insurance Agency, highlighting its main services, location and accessibility, notable features, practical information, and customer reviews.

Lee Robert (Pie) Life Insurance Agency offers a comprehensive range of insurance services to meet the diverse needs of its clients. Here are some of the main services provided by the agency:

• Life Insurance: The agency offers various life insurance policies, including term life, whole life, and universal life insurance. These policies help clients protect their loved ones financially in case of unexpected events.
• Health Insurance: Lee Robert (Pie) Life Insurance Agency provides health insurance plans to help clients cover medical expenses. These plans can include hospitalization, extended health care, and dental insurance.
• Disability Insurance: The agency offers disability insurance to help clients replace their income in case they become disabled and unable to work.
• Retirement Planning: The agency assists clients in planning for their retirement by offering services such as Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), and annuities.
• Mutual Funds and Segregated Funds: Through its partnership with Worldsource Financial Management Inc., the agency offers mutual funds and segregated funds as investment options for clients.
• Financial Planning Services: Lee Robert (Pie) Life Insurance Agency provides financial planning services to help clients manage their money, set financial goals, and create a roadmap to achieve them.

Lee Robert (Pie) Life Insurance Agency is conveniently located at 245 Commercial St, Milton, ON L9T 2J3, Canada. The agency is situated in the heart of Milton, making it easily accessible for clients from various parts of the city.

For those traveling by car, the agency offers ample parking space, including wheelchair-accessible parking. Clients can also use public transportation to reach the agency, as it is located near several bus stops served by Milton Transit and GO Transit.

There are several notable features that set Lee Robert (Pie) Life Insurance Agency apart from other insurance agencies in the area. Some of these features include:

• Experienced Team: The agency is staffed by a team of experienced and knowledgeable insurance professionals who are dedicated to providing personalized service and expert advice to each client.
• Client-Centered Approach: Lee Robert (Pie) Life Insurance Agency takes a client-centered approach to insurance, taking the time to understand each client's unique needs and financial goals before recommending a suitable insurance plan.
• Easy Access to Client Portal: The agency provides clients with easy access to their insurance information through a secure client portal. This allows clients to view their policies, make payments, and update their information at their convenience.

Here are some practical information about Lee Robert (Pie) Life Insurance Agency to help clients make the most of their visit:

• Business Hours: The agency is open from Monday to Friday, 9:00 AM to 5:00 PM. However, clients are encouraged to schedule an appointment to ensure that a representative is available to assist them.
• Contact Information: Clients can contact Lee Robert (Pie) Life Insurance Agency by phone at 905-878-5786 or by email at [email protected]. They can also visit the agency's website at robertleefinancial.com for more information about its services.
• Accessibility: The agency is wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible parking spot available.

Lee Robert (Pie) Life Insurance Agency has received positive reviews from its clients, with an average rating of 5/5 on Google My Business. Some of the positive aspects mentioned in the reviews include:

• Helpful and Knowledgeable Staff: Both reviews mentioned the helpfulness and knowledge of the staff, with one client stating that they always do their stuff with the agent.
• Great Guy: One client described the agent as a "great guy," indicating that the agency's customer service extends beyond just providing insurance products.

These positive aspects highlight the agency's commitment to providing exceptional customer service and meeting the unique needs of each client.