Fortune Financial Security Group LLC - Oakland, California

Fortune Financial Security Group LLC is a financial planning and insurance agency located at Address: 3940 High St # B, Oakland, CA 94619. They can be reached at Phone: 03362888 or through their website at Website: fortunefinancialsecuritygroupllc.com.

This company specializes in providing financial planning and insurance services to its clients. They have a wheelchair accessible entrance, parking lot, and restroom, making it easy for people with disabilities to visit. They also recommend making appointments in advance.

Fortune Financial Security Group LLC has received 4 reviews on Google My Business with an average opinion of 2/5. While there are some mixed opinions about the company, it's important to note that every business has its strengths and weaknesses.

When looking for a financial planner or insurance agency, it's essential to consider several factors. First, you want to ensure that the company has a solid reputation and is licensed to operate in your state. Fortune Financial Security Group LLC has been operating in Oakland, CA for some time and is licensed to provide financial planning and insurance services.

Another factor to consider is the level of expertise and experience the company has in the industry. Fortune Financial Security Group LLC has a team of financial planners and insurance agents who have been in the business for years and have the knowledge and experience to help you make informed decisions about your financial future.

Finally, you want to ensure that the company is transparent about its fees and services. Fortune Financial Security Group LLC has a clear fee structure and provides detailed information about its services on its website.

Reviews of Fortune Financial Security Group LLC

ernie hs

5/5

I needed to do living trust for me for my family. After checking couple of quotes, fortune financial 's mark zeng service found one of the best service and very reasonable and competitive quotes than any other firm. Plus his service is for life Time, any future changes in your living trust is completely free!!

I just did total 2 seating with him about one hour each time, on second seating my trust was ready, he took care everything including my all accounts updates to trust, properties title changes etc....no Hassel.

Definitely recommend him and you won't see mark as lawyer but as a family friend you can trust.

Andrew Neer

1/5

Mark runs a dishonest company here. I called in a few weeks ago to inquire about his services and he was extremely rude and overcharged me on services. I called back using a different name and he charged less! Run away, Don't use this company for anything.

Rickie Cox

1/5

i went there with my sister on a trust my mother left us that they had the person was rude got mad at me cause I didn't want to do business with him an open trust he did not discuss any of the trust to me was very Sneaky with my sister so he said he didn't want to talk to me so I left an have a attorney now to deal with this issue

Jocelyn Spon

1/5

This company has tons of poor reviews! Despite that, I emailed and called to inquire about their service but the manager (I believe his name is Mark) cannot even write English back to me or speak proper English over the phone. This was a total waste of time. Do yourself a favor and go else where.