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Sun Cities Financial Group

2,302 inquiries |
Financial Planning and Management Services

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10240 West Bell Road Suite E
Sun City, AZ 85351 | Get Directions

(623) 207-8423

http://www.suncitiesfinancialg...

Monday-Friday: 9:00 AM-4:00 PM

Company Rating

AAA

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Customer Reviews

based on 6 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

Recent Review

Posted on 6/29/2022 Jon S.

Great expeirence

I don't usually write reviews, but I wanted to express how pleasant and easy the process was with Sun cities fin. I met with Jeff, and I felt he was looking out for my best interests. He really knows his stuff. There are so many financial institutions out there and how does a person know they are getting quality. They have the ability to find the top rates and top companies to solve my deposit needs. I already have recommended to others and that is something I don't usually do.

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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.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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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:

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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

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.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

Sun Cities Financial Group, Inc

SC Financial & Insurance Agency

Websites:
There are no additional web sites.

Contacts:

Blain Schwertfeger (Manager)

Ailene Elizaga (Office Manager)