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Sun Cities Financial Group

 Member | 3,575 inquiries |
Financial Planning and Management Services

333 City Blvd. West 17th Floor
Orange, CA 92868
| Get Directions

(623) 738-1754

http://www.suncitiesfinancialg...

Contact us for hours of operation.

Company Rating

AAA

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Customer Reviews

based on 3 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Membership Information

proud-member

Proud member since 09/24/2010
This company is a Charter Member of Business Consumer Alliance.

Recent Review

Posted on 9/15/2020

False statements

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.

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

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Complaint Closing Statistics

0 complaints against Sun Cities Financial Group closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

Other Information

Company Info

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.

Primary Contact: Jeff Katz (President)
Business Started: 8/24/1999
Social:
About Sun Cities Financial Group

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.

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Interested in Sun Cities Financial Group?
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Licensing

California Department of Insurance

Verified License

License Number: 0D85840
Status: Active

Licensing Agency: National Association of Insurance Commissioners - Arizona
License Number: 1800001237
Status: This license is active.

This license permits the company to perform the
following services:

Life
Accident and Health


Licensing Agency: California Department of Insurance
License Number: 0D85840
Status: This license is active.

This license permits the company to perform the
following services:

Life Agent

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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