Mark provided great service for my elderly parents with their living trust several years ago. They are now deceased and Mark walked me through all that needed to be done. He was so patient with me...
Fortune Financial Security Group
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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

Mark did a good job on our living trust. He explained the necessity of having one and is very patient with us. He is very thorough with his work. They have a lifetime service. He has another...
Great service have been my professional provider for 35 plus years very knowledgeable and comfortable services highly recommended with parent Trust since 2006 without any added fees for Life
They are awesome. Went to them several years ago for a living trust for my wife and I at the time. Now that I'm divorced I just set up my own living trust. You pay one time and it's lifetime...

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