Skip to main content
Add Your Business

Jim Lee Financial, LLC Update This Listing

937 S Coast Highway 101, Suite C-206, Encinitas, California, 92024
Is this your listing? Tap here to update.

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.

Business Hours

Sunday Closed
Monday 09:0017:00
Tuesday 09:0017:00
Wednesday 09:0017:00
Thursday Today 09:0017:00
Friday 09:0017:00
Saturday Closed

Products/Services

Social Media

Is this your business? Click here to make changes.
Verified Business [Listing #1899285]
Share This Listing

Please confirm