This Business is not BBB Accredited
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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.
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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
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|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Strategic Retirement Planning LLC
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
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
Financial Industry Regulatory Authority
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 InformationPrincipal: Mr. George Koutsakis (Managing Member)
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.