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Find a Location

Senior Guardians Of America has 1 locations, listed below.

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    Business ProfileforSenior Guardians Of America

    Estate Planning and Management

    At-a-glance

    Customer Reviews

    4/5stars

    Average of 2 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    Estate & Retirement Planning. Independent Financial Fiduciary, Probate Avoidance Solutions, Creditor Protection Solutions, Nursing Home Alternative Strategies, Tax Preferred Growth of Savings, Multi-Generation IRA Distribution Planning, Risk Avoidance.

    Products & Services

    Managed Investments, Fixed and Fixed Index Annuities, Life Insurance, Long Term Care Insurance

    Business Details

    Location of This Business
    10151 Deerwood Park Blvd. Bldg 200 Ste 250, Jacksonville, FL 32256
    BBB File Opened:
    5/7/2001
    Years in Business:
    24
    Business Started:
    8/1/1999
    Business Started Locally:
    8/1/1999
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management
    • Mr. Frederic Schilling, Owner
    Contact Information

    Principal

    • Mr. Frederic Schilling, Owner

    Customer Contact

    • Mr. Frederic Schilling, Owner
    Additional Contact Information

    Fax Numbers

    • (904) 371-1262
      Primary Fax

    Customer Complaints

    0 Customer Complaints

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    File a Complaint

    Customer Reviews

    2 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Don G

    3 stars

    07/30/2021

    A good place to start for the free dinners! Please get 3 or 4+ free dinners before you make a decision. When you know the next thing that will come out of presenters, you are ready to make an intelligent decision. You financial future is an important decision and there is more then one way to skin the cat! After your research, buy from the person who made the most sense and had an actual plan on how you will be better off! Yes many insurance guys do not get the sale, part of the sales process. More is not a plan.

    Senior Guardians Of America Response

    08/03/2021

    As you can tell by this man's review, we really never connected. He did give me a short list of objectives, including a way to grow money without risk and tax deferral and why he should consider a Revocable Living Trust. Without treading on our attorney job, I shared with him why my wife and I chose a Revocable Living Trust, Powers of Attorney of both Financial and ************ and a Living Will He just never seemed to wrap his head around the concept. I also shared with him two sound investments that might meet his objectives. As they say, you can lead a horse to water but you can't make them drink. I sincerely wish he and his wife the very best and just hope he finds exactly what he is looking for in an advisor.

    Customer Response

    08/03/2021

    I already had a plan in place, annuity, stock, estate plan. Trust me was why his plan for me was better then what I had! 2 meetings of 45 mins and expected one to wrap their head around all concepts? Takes years to understand annuity, stock market, estate planning. Had many "advisors " over my ******************************** plan anymore. Trust but verify.

    Local BBB

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