Albert Lee
Nearby finance companies
Stevens Creek Boulevard
Saratoga Avenue, Santa Clarita
Stevens Creek Boulevard
Santa Clara 91387
Stevens Creek Boulevard
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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
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/
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/
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.
You can reach your financial goals, and we can help! Learn More: www. albertlee.com/blog
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/
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
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
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/
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
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.
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.
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.
Among your short-term financial goals, you could plan to save for a vacation. Afterall, if you’re always saving money and never enjoy it, what’s the point? Being balanced means you can save for the future and for fun.
Seconds are tempting, but hurt your wallet and your health. Live a healthier lifestyle by cutting down the servings and treats.
Reviews are essential if you want to keep improving. Set a short-term goal of reviewing your finances weekly, monthly, and yearly.
Learn how to manage your finances. Visit www.albertlee.com for more information.
Talking to your future marriage mate about retirement plans might seem like overplanning, but it’s really not. The decisions you make now will affect your future plans, and strategies take time to implement, so start working together now.
Few houses for sale in your area? Get prequalified to improve your chances of getting the house you want by moving quickly. We can help you find your new home!
Reading through product reviews to keep your money safe! It might seem like a great deal, but reviews might let you know that the problems aren’t worth it. Keep an eye out for products with too many similar positive reviews from suspicious accounts. That could be a sign of a scam.
Whether you start big or start small, if you want to send your kids to college you need to start somewhere. Make a short-term goal to start a college fund and build it up over time.
Get help planning your finances call (408) 366-0311
Looking to avoid waste and save some money? Instead of replacing your old doorknobs, why not try painting them? All it takes is some primer, paint, and a little bit of time and you’re all pset.
A liability is something you owe to another party. Loans and mortgages are examples of liabilities that need to be paid off by a future date, but you don’t need to pay for them all at once.
Find answers to your financial questions. Call (408) 366-0311
After you get married, what’s your gameplan for saving money? Be sure to talk to your future spouse about the strategies you can use to save and make a plan together. Call us: (408) 366-0311
Your estate plan is a heavy topic that requires a lot of consideration. Why not set the short-term goal to start working on it now? That way your family will be taken care of in the future.
Need some help getting started on your financial goals? Learn More: http://albertlee.com/blog/
You can go through life without a plan and expect success. Give me a call and let’s start planning your future today. (408) 366-0311
What is equity? The more of your mortgage you’ve paid off, the more equity you have in your home. The value of your home that belongs to you can be used to take out another loan if needed.
If your purchase has a problem, that’s not your fault. Don’t throw things away and waste money, get a refund! Getting a refund lets the business know there’s a problem, it protects you and others from faulty products, and it gets you your money back. And if the company won’t refund your money, you’ll know how to keep it safe in the future. Learn More: www.albertlee.com
If you’re not careful it can be easy to get behind on bills which can cost you in the long run. Set a short-term goal of getting all your bills up to date and creating a system to keep them that way.
Learn More: http://albertlee.com/blog/
No one has everything in common, even married couples. If you don’t have the same financial goals, that’s ok, but be sure to talk honestly about the goals you have. Then, take each other’s goals into account and plan accordingly.
Call us: (408) 366-0311
Before you decide to sign and deposit your earnest money, make sure you take steps to protect it. Plan for the unexpected by including contingencies in the contract and know what you’re getting into before you sign. Learn More: http://albertlee.com/blog/
Before you respond to an email, especially if you’re about to give personal information, double check the sender! It’s easy to fake that an email came from a person in your contacts, so keep yourself and your money safe by being cautious.
Call us: (408) 366-0311.
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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 |
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