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Fortune Financial Security Group

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20 reviews
+1 (510) 336-2888
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3940 High St Ste A
Oakland, CA 94619
+1 (510) 336-2888
http://fortunefinancialsecuritygroup.com

Fortune Financial Security Group, located in Oakland, CA, offers a range of financial services including life insurance and estate planning. With a focus on providing personalized solutions, they assist clients in safeguarding their assets and planning for the future.

Known for their expertise in the field, Fortune Financial Security Group is recognized as one of Oakland's best insurance agencies. Clients can benefit from their comprehensive services and professional guidance in navigating the complexities of financial planning.

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Reviews

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3.520 reviews
Photo of Tina A.
Tina A.
3/30/2017

We had Mark help us. He is very thorough and knowledgeable. He's been in the estate planning game for a very long time. I felt confident with his services and comfortable asking any questions. I...

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Photo of Brenda C.
Brenda C.
8/14/2023

Lifetime services were great. Was helped in making some changes to the trust. Highly recommend

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Photo of Marí D.
Marí D.
8/20/2022

I have known Mark for many many years he is great. He has done my parents trust who are no longer living, my sister trust and my trust. He is very knowledgeable and helpful. He has a passion for...

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Arun P.
11/20/2021

We used Fortune Financial Security group's service recently and found it very helpful and impressive. Mark was very good and helpful in explaining the legality and scope of the revocable...

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Lm L.
1/3/2022

I want to flag the integrity of the business owner Mark. 1) Their business is ~not~ BBB accredited (you can check BBB site directly to confirm yourself). Yet they would show an years old image...

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United States›California›Oakland›Fortune Financial Security Group

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