How Can We Help You?

If a client is ever unsatisfied or feels they are not getting the service they are seeking, our management team will step in and take over your file personally. Clients will always have their own Personal Professional Representative to serve them. We do this so that our firm can develop personalized relationships with each and every client we serve. We are totally committed to service to the extreme! We will never settle for average and ordinary where our valued client relationships are concerned.

Call us today!! You will see and Experience the difference immediately!
Two Ways To Contact The Term Team.
1. Fill out the Form below
2. Call Us Directly 1.800.963.2494
7:00 AM till 6:00 PM PST

Need help? Give Us a Call at (760) 247-7990

The Term Team, Our registered representatives securities offered through Cambridge Investment Research, Inc., a Broker Dealer – Member FINRA – SIPC Licensed in CA, NC, NV Cambridge and Daniel L. Lamb Financial and Insurance Services or Term Team are not affiliated **PLEASE NOTE: The information being provided is strictly as a courtesy. When you access these external links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. Check credentials on Daniel Lamb at BrokerCheck

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The Term Team, Our registered representatives securities offered through Cambridge Investment Research, Inc., a Broker Dealer – Member FINRA – SIPC Licensed in CA, NC Cambridge and Lamb Financial or Term Team are not affiliated **PLEASE NOTE: The information being provided is strictly as a courtesy. When you access these external links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.