Company Overview
Company Name
Jim Lee Financial
Address
937 S Coast Hwy 101 Ste c-206, Encinitas, CA, 92024, United States
Website
jimleefinancial.comPhone
(760) 436-1711Approx. Annual Revenue
$0.7M
Employees
3
Established
2006
Google Reviews
4.9 (10 reviews)
About Jim Lee Financial
Jim Lee Financial is a financial services company based in Encinitas, California, with approximately 2 employees. The company aims to help clients achieve their retirement goals through customized strategies and personal attention, offering services such as retirement income planning, social security maximization, and legacy planning.
Business Profile
Read from the Jim Lee Financial website on Oct 13, 2026. Hover an item to see the exact wording it came from.
Financial Advisor Companies near Encinitas, CA
- Bull Oak Financial Advisorsbulloak.com
- Aldrich Advisorsaldrichadvisors.com
- Decker Financialceterainvestors.com
- Prosperity Private Wealthprosperitypw.com
- Chillax Financechillaxfinance.com
- After-Tax Wealth Managementaftertaxwealth.com
- Woodson Wealth Managementwoodsonwm.com
- Asset Retention Insurance Servicesasset-retention.com
- BML Wealth Managementbmlwealth.net
- Wealth Creation Insurancewealthcreationinsurance.com
Frequently Asked Questions about Jim Lee Financial
Categories
Technologies Used
Social Profiles
Key Decision Makers
Jim Lee Owner