BBB Accredited Business since

Retirement Strategies

Phone: (360) 577-7888 1315 14th Ave, Longview, WA 98632


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

This company offers investment securities in addition to life insurance.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Retirement Strategies meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Retirement Strategies include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Retirement Strategies
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: November 23, 2005 Business started: 12/01/2004 Business started locally: 12/01/2004
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Washington State Office of the Insurance Commissioner
5000 Capitol Blvd SE, Tumwater WA 98501
http://www.insurance.wa.gov
Phone Number: (800) 562-6900
cad@oic.wa.gov

Type of Entity

Sole Proprietorship

Business Management
Mr. Damon George, Owner
Contact Information
Principal: Mr. Damon George, Owner
Business Category

Retirement Planning Service Investment Management Insurance - Life Insurance - Disability Investment Advisory Service Investment Securities

Refund and Exchange Policy
Neither are provided. Our policy is simple. No Question is out of bounds, Honesty and Integrity are Our building blocks on which we build a trusting relationship with all our clients.
Service Area
In home Financial Planning
Products & Services

Stocks/ Bonds, Mutual Funds, Variable and Fixed annuities. Their are 4 basic planning goals, Retirement, College Planning, Estate and Taxes. Although we do not give Legal or Tax advise, we do work with professionals for those who have the need.


Additional Locations

  • 1315 14th Ave

    Longview, WA 98632 (360) 577-7888

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BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.