Chase Enterprises Financial

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Chase Enterprises Financial Jimmy D. Chase has over 20 years experience in the financial services industry and is currently a We

10/16/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A home warranty may make sense, but you need to set proper expectations.
10/15/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
10/13/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Some simple, inexpensive energy-saving tips that may help you save money.
10/12/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/09/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/08/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
10/07/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
10/06/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Learn the language of life insurance.
10/05/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/02/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Address

600 West Broadway, Ste 700
San Diego, CA
92101

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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