Financial Planning and Management Services
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based on 3 reviews.
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Proud member since 09/24/2010This company is a Charter Member of Business Consumer Alliance.
From an OC Register Ad we had an appointment with Dan Lahey of Sun Cities Financial.
Mr Lahey stated that he would place $15K into a 6 mo CD at 3.25% APY (.9% bank rate + 2.35% bonus ) at AXOS Bank.
He then placed the money into a money market account instead of a CD, and no bonus.
Axos Bank denies such a bonus exists.
We are now trying to get the money refunded.
BCA's Summary and Analysis:
We have received no complaints against this company.
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Complaint Closing Statistics
Sun Cities Financial Group has been in business since 1998, providing a variety of Financial Planning and Management Services including but not limited to investment planning services.
For more than 20 years, Sun Cities Financial Group has provided thousands of individuals and families with high yields from insured and guaranteed deposits not available in traditional banks and brokerage houses.We work with more than 6000 Federally Insured Banks, all of which are covered by the maximum FDIC insurance protection.Sun Cities Financial Group only employs dedicated and honest professionals who consider their clients’ best interest above anything else.
Interested in Sun Cities Financial Group?
Contact them directly!
California Department of Insurance
License Number: 0D85840
Licensing Agency: National Association of Insurance Commissioners - Arizona License Number: 1800001237Status: This license is active.This license permits the company to perform thefollowing services: LifeAccident and Health Licensing Agency: California Department of Insurance License Number: 0D85840Status: This license is active.This license permits the company to perform thefollowing services: Life Agent
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