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Senior Guardians of America
- Financial Services
- Jacksonville, FL
About this business
Estate & Retirement Planning. Independent Financial Fiduciary, Probate Avoidance Solutions, Creditor Protection Solutions, Nursing Home Alternative Strategies, Tax Preferred Growth of Savings, Multi-Generation IRA Distribution Planning, Risk Avoidance.
Location details
200, 10151 Deerwood Park Blvd #250, Suite #250, Jacksonville, FL, 32256, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
A good place to start for the free dinners! Please get 3 or 4+ free dinners before you make a decision. When you know the next thing that will come out of presenters, you are ready to make an intelligent decision. You financial future is an important decision and there is more then one way to skin the cat! After your research, buy from the person who made the most sense and had an actual plan on how you will be better off! Yes many insurance guys do not get the sale, part of the sales process. More is not a plan.
Business response:
As you can tell by this man's review, we really never connected. He did give me a short list of objectives, including a way to grow money without risk and tax deferral and why he should consider a Revocable Living Trust. Without treading on our attorney job, I shared with him why my wife and I chose a Revocable Living Trust, Powers of Attorney of both Financial and ************ and a Living Will He just never seemed to wrap his head around the concept. I also shared with him two sound investments that might meet his objectiv... read more
I recommend Senior Guardians of America very highly. I've told many family members and friends about the knowledge and suggestions this team has. Ric and Mike are very eager to answer questions and guide you to a secure future. Everyone should attend one of their seminars; I've learned more about my investments than I have with any of my previous financial advisors.
Business response:
Thank you very much Ms. M******. Very kind of you to write this nice review. Our number one goal is to always put your best interest first and to exceed your expectations. It is our honor and pleasure to be of service to you.
Senior Guardians is great with there services until they have your money. As long as you have no changes to your account everything is OK. However, as soon as you would like to make a location change in your account or withdraw some money then the unnerving challenge begins. Written change requests are not followed per your instructions, to withdraw money out of your account is a complicated task. Emails, text or voicemail will just sometimes be answered or returned, if you have a specific question to your investment it is v... read more
Business response:
Frankly, some folks you just can't please. This gentleman's demands were not a normal clients demands. However, we are not perfect so I'll respect this man's opinion and will use it to improve our customer service. Be advised there was nothing unethical or fraudulent, one man's "opinion". John 8:7, viz. “He that is without sin among you, let him first cast a stone at her.
Senior Guardians of America, "Ric Schilling" is the most trustworthy financial adviser I have ever dealt with. He reviews your situation and offers suggestions without making you feel you have to initiate any of them. In 2008 I had Ric change my Ir's from mutual funds int Annuities. I now have never lost a penny and have had steady growth. I converted one 2 years ago and now have aJoint Survivor income for my wife and my life. I have 3 other IRA that are Roth's that still accumulate annual returns. This is the best thing I e... read more
Business response:
This is why I do what I do.
Good presentations. Knowledgeable of investment options. Focus I on annuities Ann how they can supplement an overall portfolio.
Business response:
Proud and honored to work with this family for over 9 years. Sincere Thanks!
Best client care, appropriate investment options for our needs, and communication.
Business response:
Honored and blessed to serve this client
Personal service with attention to detail.
Business response:
Service is our key to our success. We are honored to have the continued opportunity to provide generational service.
They?ve been very helpful and informative. They certainly gave me a way to secure my future financially.
Business response:
We appreciated this 12 year relationship and look forward to 12 more. Thank you very much
We are very satisfied with the service
Business response:
Very nice people. Enjoy working with them every year.
Frequently asked questions about Senior Guardians of America
How is Senior Guardians of America rated?
Senior Guardians of America has a 4.7 star rating with 22 reviews.
When is Senior Guardians of America open?
Senior Guardians of America is closed now. It will open tomorrow at 9:00 a.m.
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