Thank you Encinitas! Voted “Best” in 2021 & 2022
Jim Lee Financial is grateful for the support of our community. Our firm was voted Best of Wealth Management Firms in the area in 2021 & 2022 by an Encinitas Readers Poll.
Our clients range from singles, couples, families and business owners, retired or not.
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CA INS LIC #0710939
Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.