Security Planning Group, Inc.

Security Planning Group, Inc.
  • 2211 Encinitas Blvd 2nd floor
    Encinitas, California 92024
  •   760-632-1338

Chamber Rating

5.0 - (6 reviews)
6
0
0
0
0
Read Our 6 Reviews

Chamber Rating

5.0 - (6 reviews)
6
0
0
0
0
  • Thomas Lieberg

    Honest and reliable everytime...
    Feb 1st, 2023

  • THERESA MARTY

    I had the pleasure of using Joe's services for a family trust matter and legal separation. He is extremely profession and very helpful at explaining every step in the process to ensure that I understood what was happening and that things were being done the best for me. Joe is definitely one of the best attorneys around and I would recommend him to all my friends and family for legal needs.
    Jun 21st, 2020

  • Jessica Gomes

    I had my estate plan prepared by Mr. Adelizzi and was very pleased. After my parents passed away, I realized how important it was to get this taken care of so that someday my kids did not have to go through the situation my siblings and I did. He explained every document to us and took the time to explain the importance of each. He prepared a comprehensive package with all documents together in a binder. He is also an extremely nice guy that really makes you feel at ease during the process. If you are looking for a trustworthy and knowledgeable attorney, he is your guy!
    Mar 18th, 2020

  • Pat Burkes

    After months of searching and interviewing estate planning attorneys, my husband and I chose Joe Adelizzi to help us update our family trust. During our first appointment with him, we felt secure in his expertise and experience and appreciated his up-front explanations. He described the scope of services, fees, and other contract information, all detailed in written format for us to review at home before making a decision. He is easy to talk to, a great listener and answered our many questions clearly and patiently in person and on the phone. Earlier this month, we signed and received the completed estate planning documents in an easy to read, organized portfolio binder, all updated with the changes exactly as we requested. He is available to us over the next year without charge for amendments and updates to our trust if we choose to make changes. Joes explanations and advice plus future availability confirm that we chose the right attorney.
    Mar 20th, 2021

  • Janice Morton

    Joe was my mothers attorney and provided fantastic service. The sadness of losing my mother was eased by the excellent preparations he put in place to ensure a smooth transition after her passing. As a result, I have used him for my own estate planning as well. He is an excellent listener, focusing on where you are and where you want to go without pushing an agenda on you. While this is not a topic anyone is anxious to think about, much less plan for, I feel much more secure and organized after his help. I can not recommend him strongly enough.
    Dec 26th, 2019

Read Our 6 Reviews

About
Security Planning Group, Inc.

Security Planning Group is a San Diego-based law group dedicated to helping people achieve their financial goals. With our exclusive service, you can get the experienced, professional help you need now at an affordable price.

Contact Info

  •   760-632-1338

Questions & Answers

Q What is the phone number for Security Planning Group, Inc.?

A The phone number for Security Planning Group, Inc. is: 760-632-1338.


Q Where is Security Planning Group, Inc. located?

A Security Planning Group, Inc. is located at 2211 Encinitas Blvd 2nd floor, Encinitas, California 92024


Q What is the internet address for Security Planning Group, Inc.?

A The website (URL) for Security Planning Group, Inc. is: https://josephadelizzi.com/


Q How big is Security Planning Group, Inc.?

A Security Planning Group, Inc. employs approximately 20+ people.


Q How is Security Planning Group, Inc. rated?

A Security Planning Group, Inc. has a 5.0 Star Rating from 6 reviewers.

Ratings and Reviews
Security Planning Group, Inc.

Overall Rating

Overall Rating
( 6 Reviews )
6
0
0
0
0
Write a Review

Thomas Lieberg on Google

image Honest and reliable everytime...


THERESA MARTY on Google

image I had the pleasure of using Joe's services for a family trust matter and legal separation. He is extremely profession and very helpful at explaining every step in the process to ensure that I understood what was happening and that things were being done the best for me. Joe is definitely one of the best attorneys around and I would recommend him to all my friends and family for legal needs.


Jessica Gomes on Google

image I had my estate plan prepared by Mr. Adelizzi and was very pleased. After my parents passed away, I realized how important it was to get this taken care of so that someday my kids did not have to go through the situation my siblings and I did. He explained every document to us and took the time to explain the importance of each. He prepared a comprehensive package with all documents together in a binder. He is also an extremely nice guy that really makes you feel at ease during the process. If you are looking for a trustworthy and knowledgeable attorney, he is your guy!


Pat Burkes on Google

image After months of searching and interviewing estate planning attorneys, my husband and I chose Joe Adelizzi to help us update our family trust.
During our first appointment with him, we felt secure in his expertise and experience and appreciated his up-front explanations. He described the scope of services, fees, and other contract information, all detailed in written format for us to review at home before making a decision.
He is easy to talk to, a great listener and answered our many questions clearly and patiently in person and on the phone.
Earlier this month, we signed and received the completed estate planning documents in an easy to read, organized portfolio binder, all updated with the changes exactly as we requested. He is available to us over the next year without charge for amendments and updates to our trust if we choose to make changes.
Joes explanations and advice plus future availability confirm that we chose the right attorney.


Janice Morton on Google

image Joe was my mothers attorney and provided fantastic service. The sadness of losing my mother was eased by the excellent preparations he put in place to ensure a smooth transition after her passing. As a result, I have used him for my own estate planning as well. He is an excellent listener, focusing on where you are and where you want to go without pushing an agenda on you. While this is not a topic anyone is anxious to think about, much less plan for, I feel much more secure and organized after his help. I can not recommend him strongly enough.


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Overall Rating

Overall Rating
( 6 Reviews )
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