Conlee Financial Services has a team of local Advisors, CPA’s, and Attorneys who work together to implement quality financial solutions for individuals, families, and business owners. Pat Conlee creates financial solutions that will empower his clients and assist them in fulfilling their financial goals.
We consider it an honor and a pleasure to serve each of our clients. We will serve you with knowledge, integrity and professionalism. You can rest assured you made the right decision when you chose to work with us as your trusted advisors.
Our clients often describe us as being able to provide world class financial solutions in an easy to understand approach with exceptional customer service.
About Pat Conlee
Pat Conlee, Owner and Advisor of Conlee Financial Services is an experienced financial professional dedicated to helping his clients create a secure financial future. He has been a licensed insurance agent in the state of Louisiana for more than 30 years. During which time he has served countless clients. Pat’s experience can help clients ensure a more secure retirement and the peace of mind of a guaranteed retirement income plan.
Pat Conlee has been a representative and broker in the financial services business for over 30 years. He is a member of the Better Business Bureau of Baton Rouge. He is also a member of Downtown Toastmasters in Baton Rouge and the National Speakers Association of New Orleans.
Pat is an active member of the Baton Rouge chapter of the National Association of nIndependent Financial Advisers (NAIFA). A Greenwell Springs native, Pat attended Louisiana State University, Guilford Technical Community College, and Central High School.
“My strong belief in education and planning has been the foundation of my clients’ success.” - Pat
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