This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
8564 E County Rd 466, Ste 202, The Villages, FL, 32162, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 4:00 p.m. | |
Tue | 9:00 a.m. to 4:00 p.m. | |
Wed | 9:00 a.m. to 4:00 p.m. | |
Thu | 9:00 a.m. to 4:00 p.m. | |
Fri | Closed | |
Sat | Closed | |
Sun | Closed |
Senior Financial was referred to me by several relatives who have trusted Senior Financial as their advisor for many years. We are very happy to have them working for us and helping us make our financial decisions. I would recommend them to anyone looking for great company, who is not only knowledgeable, but have been patient helping us understand the choices available that suit our needs. I doubt there is a more friendly knowledgeable owner than Jean or her staff. We are happy to have them in our corner when we need them.
I’ve been working with Senior Financial Security for two years now and couldn’t be happier with the level of service and personal attention I’ve received. Jean Dorrell and Josh Cruz have been fantastic in helping me navigate my investment goals, always taking the time to listen, explain, and tailor strategies that align with my needs. I first learned about the firm through a newspaper ad for one of their seminars at a local hotel. I was immediately impressed by their professionalism and clear presentation. Before deciding to... read more
Senior Financial Security is where smart invests. They are truly a fiduciary company and have saved us thousands of dollars over the many years we’ve been represented by them. Jean (head honcho), Lynzi, Josh and their staff go way above and beyond for us. Dayana even drove all the way over to our house for my signature and we’re very grateful for them, especially during these stressful times.
I've been a Senior Financial client for 25 years. Been completely satisfied, Highly recommend them, Very knowledgeable and competent staff
Senior Financial Security Inc has a 4.8 star rating with 156 reviews.
Senior Financial Security Inc is closed now. It will open at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com