937 S Coast Highway 101, Suite C-206, Encinitas, California, 92024, United States
About Jim Lee Financial, LLC
Jim Lee Financial, LLC is an independent financial services firm in Encinitas, California, with over 32 years of experience helping clients retire well. Serving San Diego County and clients nationwide, we specialize in retirement income planning, 401(k) and 403(b) rollovers, estate and legacy planning, investment management, Social Security and tax strategies, life insurance, IRAs, RMD planning, federal employee benefits, and 529 college savings plans. Retire Well.
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Hours of Operation
- Sunday
- Closed
- Monday
- 9:00 am - 5:00 pm
- Tuesday
- 9:00 am - 5:00 pm
- Wednesday
- 9:00 am - 5:00 pm
- Thursday
- 9:00 am - 5:00 pm
- Friday
- 9:00 am - 5:00 pm
- Saturday
- Closed
Location
Products & Services
‣ Estate Planning ‣ Financial Advisor ‣ Financial Planner ‣ Independent Broker ‣ Independent Financial Advisor ‣ investment management ‣ legacy planning ‣ life insurance planning ‣ retirement income planning ‣ Retirement Planning ‣ Social Security Planning ‣ Tax Planning Strategies
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