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Financial Security Group of AZ, Inc.
- Legal
- Sun City, AZ
About this business
Specialties: FSG is a licensed Arizona Legal Document Preparer firm specializing in Living Trust and Will Packages. We also help retired or soon to retire people with financial, income and tax planning. Established in 1999. JoAnn Regan, President of Financial Security Group founded the company in 1999.
Location details
10001 W Bell Rd #148, Sun City, AZ, 85351, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can highly recommend FSG of Arizona. Joann has helped with my taxes, financial advice and also setting up a trust. She and her staff are always extremely professional and attentive to all my questions. I have recommended her trust services to friends who are extremely happy with her.
Upon our recent move to Arizona, my wife and I were in need of updating our estate planning. I had just retired and we knew revisions were required. It was our good fortune to be put in touch with JoAnn Regan at Financial Security Group of Arizona (FSG). In conjunction with Gerry Barnes, our agent at FSG, a well thought out plan was conceived to preserve and conservatively grow wealth. We were given several options to accomplish our goals that were well explained and well presented. I have been pleased with the results. Our ... read more
I highly recommend Financial Security Group for estate planning needs. JoAnn and her staff are extremely knowledgeable and great at explaining the process. They are quick to respond to questions and concerns. You are definitely in good hands working with Financial Security Group.
I appreciate having this opportunity to rate FSG, specifically JoAnn, regarding our business experience. FSG wrote our Trust and JoAnn does our taxes. Our time with JoAnn has been nothing short of exemplary. JoAnn's personality is very welcoming and she is extremely competent. She explained everything we needed to know and guided us through the process of completing our Trust. Since I am now subject to Required Minimum Deposits from my Qualified retirement plans, JoAnn held my hand while navigating through the process. Admit... read more
I had received a prior estate estimate from a private estate attorney that was so high, I just put it off until my neighbor recommended FSG. They were less that half the price and still provided the same services. JoAnn explained everything to me in a simple and concise manner and she covered all the bases. I definitely recommend her if you want to get things done efficiently and effectively.
Frequently asked questions about Financial Security Group of AZ, Inc.
How is Financial Security Group of AZ, Inc. rated?
Financial Security Group of AZ, Inc. has a 4.3 star rating with 61 reviews.
When is Financial Security Group of AZ, Inc. open?
Financial Security Group of AZ, Inc. is closed now. It will open on Monday at 8:00 a.m.
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