The Estate Investment Group is a San Diego based wealth management firm headed by Deborah Sims, a twenty-year veteran of the financial services industry.
As an independent wealth management firm we are able to provide clients with a wide array of investment options as well as unbiased investment guidance that is based on their unique retirement and investment goals.
While our key focus rests in helping clients generate retirement income from their portfolios, we also provide access to comprehensive products and financial services including:
- Retirement Investments
- Education Investments
- Insurance & Annuities
- Long Term Care Insurance
- Deferred Sales Trusts™
Contact our offices to see how we can help with your
investment and retirement planning goals.
Deborah Sims has over 20 years of experience in the financial services industry. She has served in various capacities of her corporate life as Vice President of a Wall Street firm and was instrumental in opening and operating financial service offices.