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FDR Financial Group
- Financial Services
- Weeki Wachee, FL
About this business
Specialties Retirement planning, Annuities, Life Insurance and Long Term Care Insurance. We put our clients with top rated insurance carriers, and offer them lifetime income options. History Established in 1996. Established in 1996 in NYC, now located in Spring Hill, FL working with the Hernando County School Board in offering retirement options to their employees. Meet the Business Owner Frank R. Business Owner Frank Rossetti started this business in 2012 to assist teachers and Florida employees in Hernando County and the S... read more
Location details
5327 Commercial Way b106, 5327 Commercial Way b106, Weeki Wachee, FL, 34606, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Frank and Mike were very educational in helping me to understand what investment choices I was selecting. After transferring my current portfolio to my new one, I saved myself from loosing a substantial amount of money as the market took a turn for the worst. Thanks guys, and I look forward to working with you on future endeavors.
Mike Jr just spent three hours with me helping me to get the most I can in my retirement. He is patient with all of my questions and really knows the products he recommends. I not only enjoy working with him, but I trust him too.
Business response:
Thank you **** for your continued trust in our firm. Frank R. CEO
Frank and Michael have done a great job helping us choose the best products for our retirement needs. They are thorough and patient..professional and approachable. Very satisfied customers.
Business response:
Thank You ***** for your continued trust in our firm, it is most certainly our pleasure to help you. Frank R. CEO
For years I've attempted to understand how to best plan for retirement but have been fairly lost until I met Michael and Angelo at FDR Financial Services. First of all, they present themselves in the most professional yet approachable manner. During our consultation, they presented options, patiently answered all my questions, addressed concerns, offered comparisons and made phone calls to gather information in order to assist me in making the best decision for my unique circumstance. I honestly never expected to be there so... read more
Business response:
*****, Thank you for putting your confidence in our company and I would like to personally welcome you to the FDR Financial family. Frank R. President FDR Financial
Mike and Frank have been amazing! They are always a phone call away, answer all my questions and help with all my needs. Both have gone above and beyond during this transition into retirement. I would strongly recommend this company.
Business response:
Thank you ***, I am glad we were able to help you make the transition.
My experience with FDR Financial, specifically Michael R. and Paris L., was wonderful! My concerns were eased, my questions were answered and my future retirement was protected and improved!
Business response:
Thank You ********, it is our intention to always exceed our clients expectations. Frank R. CEO
******** I fully trust Mike and his staff. From the very beginning they made me feel comfortable and at ease. I am never made to feel as I am bothering them or my questions aren't relevant. They have my family and our interests at the forefront of any decision making. I am truly comfortable with our decision to trust our retirement with Mike .
Business response:
****, Thank you for entrusting FDR Financial with your retirement. We strive to make our customer interactions pleasant and positive. Thank you for your review it is greatly appreciated. Frank R President FDR Financial Group
Very professional, friendly and caring. They are always willing to go above and beyond to look for the best investment for you and your family. They offer you yearly reviews and advice to keep your retirement goal in sight. Michael is wonderful to work with.
Business response:
Thank you Mr and Mrs *******, it is truly our pleasure assisting you with your retirement. Thank you for your business. Frank R.
It was a great opportunity to meet with Mike and Austin to discuss my investment needs. They were personable and professional taking the time to compare my current policy to products they offer. It became readily apparent that I was in the wrong plan and switched my business over to FDR/Great American. Not only did they discuss the plans and benefits but also educated me on my county's retirement options. They also discussed my life insurance policy to see if they can save me money. All in all, I am very pleased with their a... read more
Business response:
*********, I am very pleased that you had a great experience with my company, We pride ourselves in always making sure the client has what they need and is aware of what their retirement products are meant to do for them. Thank you for your business. Frank R. President/CEO FDR Financial Group
Frequently asked questions about FDR Financial Group
How is FDR Financial Group rated?
FDR Financial Group has a 5 star rating with 14 reviews.
When is FDR Financial Group open?
FDR Financial Group is closed now. It will open on Monday at 9:00 a.m.
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