Financial & Insurance Agency

CA License: 0F34289

123 E San Carlos St, #221

San Jose, CA  95112

Phone: 408-393-8886

Toll Free - 866-589-9366

 

Mary Y. Lee

E-mail: mlee@calrima.com

CA License: 0E78633

 

Serving your community:

Santa Clara County

San Mateo County

Alameda County

www.calrima.com

YOUR NEEDS

COME FIRST

Ask us how to protect 100% of your principal and earn a guaranteed rate of return and even possibly income tax free money!
Text Box: I want to thank you for the great insurance. I have a new doctor and he is very thorough. I have seen specialists and had many different tests and so far I have had no out of pocket expenses. These were things I didn't expect. Thank you for making it so easy for me. I have a friend who will be turning 65 in August and I have told her about you, so she will be calling you soon. Love, Sandy C. (Salinas, CA)

CalRima Provides Each Client or Employee With:

The choice is easy!

 

Speak to one of our

Insurance Specialists

or Registered

Investment Advisor

to get started today.

¨ Two visits per year with a Financial Advisor.

¨ IRA Custodial document review.

¨ Help coordinating short and long-term disability needs.

Rev. 0905a