Senior Financial Security Inc - The Villages, Florida

Senior Financial Security Inc - Ihr vertrauenswürdiger Finanzplaner

Senior Financial Security Inc ist eine von Frauen geführte Finanzplanungsgesellschaft mit Sitz in The Villages, Florida. Die Adresse lautet: 8564 E County Rd 466 Suite 202, The Villages, FL 32162. Sie können die Gesellschaft telefonisch unter 3078652 erreichen oder besuchen Sie ihre Website unter senfinancial.com.

Spezialitäten

Senior Financial Security Inc ist auf Finanzplanung spezialisiert. Das Team verfügt über umfassendes Wissen und überwacht sorgfältig die Ausführung Ihrer Anlageziele. Die Gesellschaft ist bestrebt, Ihre Investitions- und Ruhestandsziele zu verwirklichen. Die Kundenbetreuung ist hervorragend - sie sind aufmerksam, reaktionsschnell und stets verfügbar.

Andere interessante Daten

Die Gesellschaft ist rollstuhlgerecht ausgestattet und bietet Unterstützung in verschiedenen Sprachen an. Zudem sind Onlinetermine möglich, und Terminvereinbarungen werden empfohlen. Das Unternehmen ist LGBTQ+-freundlich und verfügt über Unisex-Toiletten.

Bewertungen

Senior Financial Security Inc hat 120 Bewertungen auf Google My Business erhalten und erreicht eine Durchschnittsbewertung von 4.8/5. Kunden heben die Expertise, Aufmerksamkeit und Verfügbarkeit des Teams hervor. Viele loben die Gesellschaft dafür, dass sie dabei hilft, Investitions- und Ruhestandsziele zu verwirklichen.

Fazit und Empfehlung

Senior Financial Security Inc ist ein vertrauenswürdiger Finanzplaner, der sich durch hervorragenden Kundenservice und fachkundige Beratung auszeichnet. Wenn Sie auf der Suche nach einer Finanzplanungsgesellschaft sind, die Ihre Investitions- und Ruhestandsziele verwirklicht, ist Senior Financial Security Inc eine ausgezeichnete Wahl. Besuchen Sie ihre Website unter senfinancial.com und vereinbaren Sie noch heute einen Termin.

Bewertungen von Senior Financial Security Inc

Kimberly Heindl

5/5

We have been thrilled with Josh and the team at Senior Financial Security! Their knowledge is extensive and the oversight they provide has been imperative as we establish and execute our investment goals. We have been with other advisors and this team has by far been the best group we have worked with. They are attentive, responsive and available & are a huge reason our investment and retirement goals are being realized.

Rebecca Spacke

5/5

My husband and I feel so blessed to have met Jean and her staff. Her office was the 3rd or 4th agency we 'interviewed'. This was not a decision that we took lightly. We are so happy with the hand-holding we've received here. They've created a path forward that we can live with for the rest of our lives. Thank you to everyone at Senior Financial Security.

Natalie Junior

5/5

I switched over to Senior Financial Security a few years ago and have been working with Josh who came highly recommended by my grandfather. He has always been very kind, helpful and thorough in explaining things to help me better understand. His help is very much appreciated and I can also highly recommend!

Mary Williams

5/5

We have been with Senior Financial Security for 11 years. During that time, we have enjoyed excellent customer service. They listen to our needs and recommend products and decisions tailored to us. They are proactive in recommending changes when new and better products come along. We highly recommend them to anyone looking for a financial/estate planner.

Diana Stadler

5/5

In all my 50+ years, I have never had such a wonderful experience with a business before. My husband always dealt with all our finances, but he passed recently leaving me completely in the dark . Josh and Scott were sent from heaven above. With passion, integrity, and patience, they walked me through everything. It was one of the best decisions I’ve ever made and I highly recommend that you do the same. They have excellent follow through and have made me quite a bit of money in the process, which is always a bonus! I cannot say enough wonderful things about them!! thank you

Cynthia Fitzpatrick

5/5

I cannot say enough about Senior Financial Services and Bucket list Wealth. Jean, Dan and Josh are so patient, caring and experts in their fields. I love they are Fiduciaries and there to work for me, preparing a sound retirement future for my needs. Josh and Dan are engaging, always asking my thoughts and then together we work on a game plan. They make you feel like you’re talking with someone you have known all your life. I trust them with my investments as well as my family members. Give them a call. There is ABSOLUTELY NO PRESSURE FROM THEM. ⭐️⭐️⭐️⭐️⭐️

Susan McCormick

5/5

Jean and her staff have been very helpful, caring and patient. I wanted someone to responsibly manage my financial needs in one office, as well as simplify matters for the inevitable. I am very happy to recommend Senior Financial Security. Kudos!

Janice Palmer Forster

5/5

I was first introduced to Senior Financial Security through friends.
I have been wth them now for a few months and have been very impressed.
They are fiduciaries, take time to get to know you and take a personal approach to managing your finances.
And … Josh is AMAZING!
They keep an eye on my accounts and contact me when the market changes or with recommendations.
I highly recommend - 5 Stars!!!