Jim Lee Financial
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- Retire Well with Help from a Trusted ExpertFor more than 25 years, Jim Lee Financial has been working with clients throughout the greater San Diego County area to create customized solutions for achieving their short- and long-term financial goals. From accumulating and preserving wealth to leaving a legacy for loved ones, we work with clients in all stages of the planning process who are looking to retire more comfortably and confidently knowing they are protected from lifes unknowns.After spending time working for insurance companies with limited options available for clients, Jim Lee decided to open his open firm as an independent agent to better meet the unique needs of each individual, family and business owner he serves. As the founder and president of Jim Lee Financial, he is committed to consistently going above and beyond to ensure his clients can sleep well at night knowing they have a trusted resource to guide them into and through retirement. If youre interested in learning more about joining the Jim Lee Financial family, contact us at 760.436.1711 to set up your complimentary consultation.
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Headquarters:937 Highway 101 Suite C, Encinitas, California, United States
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Phone Number: +1 760-436-1711
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Website: https://www.jimleefinancial.com
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Employees:4
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Revenue:$0 - 1M
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Legal Name:Jim Lee Financial
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Jim Lee Financial's Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding Jim Lee Financial
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Where are Jim Lee Financial's Headquarters?
Jim Lee Financial's Headquarters are in 937 Highway 101 Suite C,Encinitas,California,United States
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What is Jim Lee Financial's phone number?
Jim Lee Financial's phone number is +1 760-436-1711
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What is Jim Lee Financial's official website?
Jim Lee Financial's official website is https://www.jimleefinancial.com
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What is Jim Lee Financial's Revenue?
Jim Lee Financial's revenue is $0 - 1M
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What is Jim Lee Financial's NAICS code?
Jim Lee Financial's NAICS code is 523920
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How many employees are working in Jim Lee Financial
Jim Lee Financial has 4 employees
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What is Jim Lee Financial's Industry?
Jim Lee Financial is in the industry of Financial Services
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Who is Jim Lee Financial's Owner And Founder?
Jim Lee Financial's Owner And Founder is Jim Lee