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Sun Cities Financial Group reviews

500 North State College Suite 1100
Orange, CA 92868
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(623) 207-8423


Monday-Friday: 8:00 AM-5:00 PM
Saturday-Sunday: 8:00 AM-5:00 PM

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based on 5 reviews.

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Customer Reviews

Showing 5 recent reviews for Sun Cities Financial Group

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Posted on 3/21/2022

Be very careful.

Sun Cities Financial Group had an ad the Las Vegas Review-Journal on March 5, 2022. The ad was for a six-month FDIC insured deposits at 3.6%. I contacted Sun Cities. I asked Sun Cities if there was a limit on the amount of funds subject to the 3.6%. Sun Cities replied "No". I asked for the necessary documents to be emailed to me. Sun Cities insisted that we meet in the Sun Cities office. I set an appointment with Sun Cities. After reading some online reviews of Sun Cities, I called Sun Cities. Again, I asked Sun Cities if the dollar amount subject to 3.6% was limited. Sun Cities gave me an ambiguous answer. I was not able to get a clarification from Sun Cities on any dollar limitation on the 3.6% deposit. One business day before my meeting at Sun Cities, Sun Cities called me. Sun Cities told me that the 3.6% deposit was limited to $15,000, but Sun Cities had other high yielding investments. I asked Sun Cities if those investments were annuities. "Yes". I have no interest in annuities. I cancelled my appointment. Be careful with Sun Cities. Jim, CPA, MBA

Posted on 3/15/2021

Can I give zero stars?

I agree with the others. Dan Lahey should not be trusted.