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Strategic Retirement Planning LLC

Phone: (352) 357-7803Fax: (352) 357-7804View Additional Phone Numbers37125 Rachel Ln, EustisFL 32736-9273 Send email to Strategic Retirement Planning LLChttp://www.strategicretirementplanning.org

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BBB Accreditation

Strategic Retirement Planning LLC is not BBB Accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Reason for Rating

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

Factors that raised Strategic Retirement Planning LLC's rating 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 TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Strategic Retirement Planning LLC

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 06/02/2011Business started: 01/01/1999
Licensing, Bonding or Registration

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

These agencies may include:

Department of Financial Services (FL)
200 E Gaines St
Tallahassee, FL 32399-6502
(877) 693-5236
http://www.myfloridacfo.com

Financial Industry Regulatory Authority
(800) 289-9999

Federal Deposit Insurance

BBB records show a license number of IA9904792 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com. Investment Advisor.

Type: FL Office of Financial Regulation

BBB records show a license number of CRD# 3048482 for this company, issued by Financial Industry Regulatory Authority. FINRA broker license.

Type: FL Office of Financial Regulation

BBB records show a license number of A145200 for this company, issued by Federal Deposit Insurance. License Variable Annuity.

Type: Office of Insurance Regulation

Type of Entity

Limited Liability Company

Contact Information
Principal: Mr. George Koutsakis (Managing Member)
Business Category

Investment Advisory Service, Annuities, Insurance - Long Term Care, Insurance - Senior Products, Insurance - Health, Insurance - Life, Retirement Planning Service, Financial Services, Financial Planning Consultants

Products & Services

This company offers registered investment advisory services, including retirement planning, insurance products and variable annuities.

Industry Tips
Avoid Investment Scams

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BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.