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Jim Lee Financial

4 employees

Jim Lee Financial is a consulting firm that provides social security, financial planning, and tax strategies services.

Basic info

Industry

financial services

Sectors

401(k)s and 403(b)s
Financial Services
health insurance
fixed annuities
helping others retire well
life insurance
disability insurance
Insurance
Consulting
long-term care insurance
IRAs
client service
indexed annuities

Date founded

1986

FAQ