Senior Financial Security Inc
8564 East County Road 466, The Villages, FL 32162
Location & Phone number
8564 E County Rd 466 Suite 202, The Villages, FL 32162, United States
About the Business
Senior Financial Security Inc is a finance institution located at 8564 East County Road 466 in The Villages, Florida. Our mission is to provide comprehensive financial security solutions tailored specifically for seniors. Our team of experienced professionals is dedicated to helping seniors navigate the complexities of retirement planning, investment management, and estate planning. With a focus on personalized service and integrity, we strive to empower our clients to make informed financial decisions that will protect and secure their assets for the future. Trust Senior Financial Security Inc to safeguard your financial future.
Photos
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"SFS has been great for us. Jean, Dan, Josh, and Lynzi have all help guide us in a direction that is comfortable for us. They’re more than Financial advisors. They will work with our kids seamlessly when we pass. Guiding us through the will vs. trust issues was extremely helpful."
"On our first appointment Jean Dorrell talked about the importance of acting quickly and talked about 6% interest on an annuity. I did not totally understand how it all worked. I wish I would have taken the time to fully understand as I would have done things differently."
"I feel my retirement is in the best hands of Jean and her staff. Thank you Senior Financial Security. Have a wonderful Christmas Season!"
"I like how Senior Financial Security keeps us abreast of financial matters via an e-mail newsletter. The information provided is always provided in a timely manner and very informative."
"We could not be happier in our experience with Jean Dorrell and her team at Senior Financial Services. From sound investment advice to personal care and understanding, SFS is an organization that takes time to know its client's goals in order to develop personalized investment strategies to meet those goals. Continual reviews ensure that the goals are being met. We strongly recommend the services offered by Senior Financial Services."
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