Carissa M.
12/15/2020
Dee Dee and Nicole were amazing at helping me figure out how to save my mom and dads medical insurance! It was confusing for me but they helped us through understanding every step of the way. From...
Surf City Financial Group
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15205 Springdale St
Huntington Beach, CA 92649
Surf City Financial Group, located in Huntington Beach, CA, specializes in leveraging financial strategies to maximize tax-free retirement income for their clients. The team, led by experienced Retirement Income and Insurance Planning Specialists Brian and Dee Dee Zeek, emphasizes personalized planning that protects assets from market fluctuations and rising taxes.
Client testimonials highlight the firm's commitment to attentive service and tailored solutions, with many expressing gratitude for the thorough financial guidance they've received over the years. Surf City Financial Group differentiates itself by addressing unique financial needs and educating clients on options that promote long-term financial stability.
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Reviews
4.58 reviewsStephanie D.
9/15/2024
I wouldn't recommend this place. They talk too much without getting the business done. All promises but nothing in return.
Holly H.
12/13/2022
I had to put a review to let everyone how wonderful this place is. Dee Dee has been helping me thru getting insurance and is the most kind and patient person I have ever known. She has helped...
Alex R.
4/12/2018
Dee Dee is an insurance wizard, she has saved me from insanity in trying to get health insurance through covered CA's through the health insurance portal, (a veritable black hole), where any signs...
Laura M.
2/21/2017
Everyone bends over backwards to do the best for you whether it be insurance needs or financial investments. You ALWAYS feel like you are number one!! I don't know where I would be without their TLC
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