Where to begin... I am blown away at the financial gem available to the residents of Tyler, TX…read more Feliciano Financial shouldn't be a stop on your financial journey, it should be your first, last and only stop. Jose is recognized literally throughout the world for his expertise and the services they provide at Feliciano Financial. He and his family put the client first and are one of the few financial planning groups in the country who do full financial planning covering every possible need you could have (insurance, investments, wills, trust, tax, etc...). I am a huge fan of Feliciano Financial!

We admit they are a very polite group of people but my wife and I do not believe that they had our…read morebest 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.