-
August 2025 by Bennett White
I'm about to turn 65. Deborah Martin did an excellent job in explaining how Medicare works and the different types of supplements that are available. She gave me excellent service in helping me select the products that best fit my situation.
-
February 2023 by Charles Morganti
We admit they are a very polite group of people but my wife and I do not believe that they had our best interests in mind based on the products, not investments, they put us in. Below is an excerpt from an SEC filing describing FSIC III a product that Feliciano Financial put $35,000.00 of our money into. In addition to the below information there has been over $500 in fees on this account and Feliciano collected a nice sales commission also.The worst thing though is that we have been trying to get our money back for two and a half years from this product.....the company just dribbles it back to us at whatever rate they want as the price per shares continues to plummet.We also held at Feliciano, within the same IRA, yes IRA, a product that we had to pay income tax on that we only found out about after tax filing deadline had passed. We had to pay the tax, the late fee, a penalty and $200.00 filing fee to Felicianos holding firm for making the late filing, unbeknownst to us, on our behalf.........it was one piece of paper.Below is above mentioned product information never divulged to us prior to the sale ...................SEC filing Excerpt FSIC III.• An investment in our shares is not suitable for you if you might need access to the money you invest in the foreseeable future.• You may not have access to the money you invest for an indefinite period of time.• You should not expect to be able to sell your shares regardless of how we perform.• If you are unable to sell your shares, you will be unable to reduce your exposure on any market downturn.• We do not intend to list our shares on any securities exchange during or for what may be a significant time after the offering period, and we do not expect a secondary market in the shares to develop.• If you are able to sell your shares before we complete a liquidity event, it is likely that you will receive less than you paid for them.• We have implemented a share repurchase program, but only a limited number of shares are eligible for repurchase. In addition, any such repurchases may be at a price which is less than what you paid for the shares being repurchased.Pardon my French but there is no way in Hell that I'd allowed our money be put into such a product had I known how the fund itself described how little access "investors/suckers" like my wife and I had to EVER getting it back.As mentioned at the start of this........Nice Folks........but Caveat Emptor is imperative when dealing with them...........My wife and I are 68 & 75 years not so young.UPDATE: (08/28/2022) Almost 5 YEARS LATER AND WE STILL DON'T HAVE ACCESS TO AN IRA THAT WE OWN AND TRUSTED TO THIS OUTFIT..........HARD TO BELIEVE THIS IS EVEN LEGAL.
-
July 2021 by Debbie Lesan
Thanks for all your help with our health insurance!
-
July 2020 by Travis L
In a day where customer service is bragged upon but rarely fulfilled, this place has it figured out.
We have the pleasure of being one of Jeff's, and his team, client on journey to a secure financial future. The group at Feliciano Financial Group goes the extra step in being responsive, tailoring a plan to your needs and understands the importance of why they do what they love, the customer. I had the pleasure of reading the companies commitment statement which made me understand that they stand behind what they say.
If you are in the process of trying to determine your financial future, give this company a chance to earn your business. The tools and resource they have will help you towards financial freedom then to a secure financial retirement.
Thank you Feliciano Financial Group.
-
July 2020 by Neil Rutledge
Jose' is very proactive about informing his clients about all the possibilities that fit THEM, not himself as so many do. Every question was answered completely and he was meticulous in making sure I understood everything I needed to know. Highly recommend Jose' Feliciano!
-
July 2020 by Beth Page
I had the pleasure of visiting with Stacy Hayes today regarding many questions I had in regards to retirement options, after life decision, etc. etc. She was amazing! I was so impressed with your whole organization and she made me feel like I mattered. She cared enough to take time to listen to my needs and help me find a comfortable avenue to go down that would alleviate the stress of wondering if I made the right decision. I'm so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team.
Beth Page
New Client
