This business is not BBB accredited.

RD Financial Services Inc

Phone: (949) 280-9477 6 Vista La Cuesta, Rancho Santa Margarita, CA 92688 ! RD Financial Services Inc is Believed to Be Out of Business !

BBB Business Reviews may not be reproduced for sales or promotional purposes.


This company offers estate planning, management and real estate services.  

BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:

  • This business has no rating because BBB has information indicating it is out of business.

Customer Complaints Summary Read complaint details

1 complaint closed with BBB in last 3 years | 1 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 1
Total Closed Complaints 1

Customer Reviews Summary Read customer reviews

0 Customer Reviews on RD Financial Services Inc
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: Business started: 01/07/1998 in CA
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Professional Fiduciaries Bureau
P.O. Box 989007, Sacramento CA 95798-9007
Phone Number: 916-574-7340
Fax Number: 916-928-7988
The number is 233. On 10/13/2014 BBB confirmed that the license from Professional Fiduciaries Bureau expired.

California Bureau of Real Estate
1651 Exposition Blvd, Sacramento CA 95815
Phone Number: 1 (877) 373-4542
Fax Number: (916) 263-8641
The number is 00928194. On 9/3/2014 BBB confirmed that the license from California Bureau of Real Estate expired.

Type of Entity

Sole Proprietorship

Business Management
Mr. Michael Fisher
Contact Information
Principal: Mr. Michael Fisher
Number of Employees


Business Category

Estate Planning & Management Real Estate

Alternate Business Names
Fisher Financial & Investments R D Financial Group & Insurance Services The Estate Services Group

Additional Locations


    6 Vista La Cuesta

    Rancho Santa Margarita, CA 92688


BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.

Complaint Detail(s)

11/12/2014 Problems with Product/Service | Read Complaint Details

Additional Notes

Complaint: I Haven't been able to find them to provide me with the service I paid two years a go, the services is a trust that they were going to do for me. Now that I m ready , cant find them in any of the adress and telephon numbers I have in my receipt and infromation.

Desired Settlement: Eather they refund or do what I hire them for