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OUR FIRM
Le Financial Inc is a financial service firm providing comprehensive accounting, tax, and wealth management solutions to individuals and businesses to help pursue their financial goals and dream.
Our firm was established by Anh Le, Certified Public Accountant, Enrolled Agent, and Investment Advisor. The management team includes professional individuals with multi-year experience and advanced degrees in the field. We have been responsible for providing outstanding accounting, bookkeeping, tax planning, tax preparation, tax representation, business consulting, and wealth management services for over 3,000 clients mostly on both sides of the Mississipi River of the greater St Louis region.
OUR LOCATIONS
Currently we have three offices in Fairview Heights,IL, Cahokia,IL. and East St Louis,IL, serving southern Illinois and greater St Louis region. Our main office at 524 Lincoln Hwy, Fairview Heights, IL 62208, is conveniently located near I-64 and St Clair Square Mall, the largest shopping mall in Southern Illinois, just 12 miles from down-town St Louis.
OUR CUSTOMERS
Most of our 3000 plus clients are individuals, small and medium businesses in retailers, trades, military personnel, civil service workers, independent contractors, military contractors, and professionals. Our regular customers particularly value our customer service because we take the time to earn clients’ trust, learn and understand clients’ unique circumstance to prepare their books, tax returns, and/or prepare their cases in front of IRS accurately.
Our clients are mostly from Fairview Heights, O'Fallon, Belleville, Swansea, Shiloh, Caseyville, Collinsville, St Louis, East St Louis, St Charles, St Clair County, Madison County, St Louis County, and St Charles County.
Over twenty percent of our customers are bilingual, mainly Spanish and Vietnamese spoken clients. We have a full staff of bilingual professionals with advanced degrees to serve the growing diversified population in the bi-state area.
iNVESTMENT RECOMMENDATION DISCLOSURE:
The client acknowledges that the representative is relying upon the client information (e.g. risk tolerance, time horizon, and investment objective) for the purposes of providing recommendations to the client. The client agrees to give the representative notice of any significant changes in the client information and to provide the representative with any additional information that the advisor may reasonably request
Investment and Insurance Products:
NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value
Securities offered through H.D. Vest Investment ServicesSM, Member:SIPC
Advisory Services offered through H.D. Vest Advisory ServicesSM
Le Financial Inc is a not a registered broker / dealer or independent investment advisory firm. |