Jim Lee Financial
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Jim Lee Financial, located in Encinitas, CA, is dedicated to helping clients achieve their retirement goals by providing tailored financial strategies and personalized service. By fostering a family-oriented atmosphere, they strive to understand each client's unique needs and create plans that evolve alongside their life circumstances.
Specializing in retirement income planning, insurance options, and legacy planning, Jim Lee Financial focuses on offering clients peace of mind through comprehensive financial advice and support. Their commitment to integrity and client satisfaction is reflected in the long-standing relationships they build with individuals, families, and business owners alike.
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