Annuities
Secure reliable retirement income with personalized annuity solutions designed to fit your future.
Life Insurance
Protect your family’s future and grow your wealth with a flexible, customized life insurance plan.
Wills & Trusts
Ensure your final wishes are respected and legally enforced with a personalized, binding will.
Mortgage Protection
Protect your family’s home with mortgage protection, paying off your loan if the unexpected happens.
Estate Planning
Develop a comprehensive plan to preserve your wealth and simplify the transfer of assets.
Final Expense
Cover final costs like funeral expenses and debts, easing the financial burden on your loved ones.
15
Years of
Experience
ABOUT US
Who Are We?
Our Story
Our firm was established to do one thing - "Be Better." With our combined experience we are here to provide the very best practices to both our clients and agents. Our passion is to simplify the complexities of the insurance industry and provide a transparent/tailored plan for every individual.
WHY CHOOSE US
Life is Better with B.B. Financial
We pride ourselves on personalized service and tailored life insurance solutions. As a boutique firm, we offer a hands-on approach, ensuring each client receives individual attention and a policy that fits their unique needs. Our commitment to transparency, integrity, and exceptional customer care sets us apart. B.B. Financial is your trusted partner in securing your financial future.
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Your assigned agent is only a call away throughout your entire policy.
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Flexible policies depending on your needs. Only keep what works for you.
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Backed by dozens of the industries leading insurance providers.
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Our advisors are ready to help you map out your entire retirement journey
Consultation
Ready to Learn More?
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TESTIMONIALS
What Our Customers Say About Us
With over 15 years in the Industry, we know a thing or two about insurance. Don’t take our word for it. Listen to a few of our hundreds of satisfied customers.
TESTIMONIALS
What Our
Customers Say
About Us
With over 15 years in the Industry, we know a thing or two about insurance. Don’t take our word for it. Listen to a few of our hundreds of satisfied customers.
Kevin S.
Current Customer
I couldn’t be happier with the service. They took the time to explain my options and tailored a plan that fits my family’s needs perfectly.
Jill H.
Current Customer
Their attention to detail really stood out. BB Financial provided excellent guidance throughout the life insurance process.
Michael Roberts
Current Customer
Andrew and his team provided exceptional service! They walked me through every aspect of estate and retirement planning, making a complex process straightforward. I feel secure knowing my family's future is in good hands.
Soojin Park
Current Customer
진은 부모님이 생명 보험 옵션을 탐색할 수 있도록 놀라운 도움을 주었습니다. 그의 이해심과 인내심이 큰 차이를 만들었으며, 한국어로 세부적인 설명을 해주어 더욱 좋았습니다. 더 나은 안내를 받을 수 없었을 것입니다!
Carlos Mendoza
Current Customer
Trabajé recientemente con Adam para mis necesidades de anualidades y seguros de vida. Su capacidad para explicar todo claramente en español hizo que toda la experiencia fuera fácil y sin estrés. ¡Recomiendo mucho esta firma por su enfoque personalizado!
Linda Williams
Current Customer
Andrew's attention to detail and knowledge in retirement planning stood out. He tailored a comprehensive plan that fits my current needs and long-term goals. Fantastic service from start to finish.
Eunji Kim
Current Customer
진은 우리 가족의 신탁 설정에 있어서 최고 수준의 서비스를 제공했습니다. 그의 전문성과 영어와 한국어로 명확하게 모든 질문에 답변해주는 능력 덕분에 과정이 매끄러웠습니다. 강력 추천합니다!
Santiago López
Current Customer
Adam hizo que encontrar el seguro de vida adecuado fuera sencillo. Sus explicaciones detalladas en español me dieron confianza en mis decisiones y me aseguraron que entendiera cada paso. ¡Gran experiencia!
John Smith
Current Customer
This team truly cares about their clients. Andrew's expertise in estate planning was evident, and he made sure every detail was covered. I now have peace of mind knowing my assets are protected for my family.
Emily Davis
Current Customer
I had the pleasure of working with Jin for my life insurance needs, and he was patient, knowledgeable, and incredibly supportive throughout the process. His personalized approach made all the difference.
María Torres
Current Customer
El profesionalismo de Adam al manejar mis anualidades y la planificación de la jubilación fue sobresaliente. Explicó cada opción en español y me aseguró que me sintiera segura con mis decisiones. Servicio excelente y asesoramiento confiable.
David Thompson
Current Customer
Working with Andrew, Jin, and Adam has been nothing short of exceptional. They made my life insurance and retirement planning smooth and hassle-free, and their team’s collaborative approach ensured I got the best advice tailored to my needs.
Leadership
Meet Our Management Team
Andrew K. Lee
Owner / Managing Broker
John S. Lee
Onboarding Manager
Adam Rios
Head of Hispanic Market
