BBB Accredited Business since 05/09/2011
Carpenter Morse Group, P.A.
Phone: (407) 420-2010Fax: (407) 622-22171560 Orange Ave STE 410, Winter Park, FL 32789-5559 Send email to Carpenter Morse Group, P.A.
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A BBB Accredited Business since 05/09/2011
BBB has determined that Carpenter Morse Group, P.A. 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 Carpenter Morse Group, P.A.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Carpenter Morse Group, P.A.
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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:City Occupational Licensing Division
BBB records show a license number of 0004839-002 for this company, issued by City Occupational Licensing Division.Type: Business Tax Receipt
Type of Entity
Incorporated: June 1982, FL
Contact InformationPrincipal: Ms. Serena Morse (President)
Retirement Planning Service, Consultant - Employee Benefit Plans, Actuaries
Products & Services
This company provides administrative support services for qualified retirement plans to Florida businesses. Services include retirement plan design, implementation, limitation testing, contribution planning, contribution allocations, participant statements and the required governmental reporting. Plan types include profit sharing plans, 401(k) plans, cross-tested profit sharing and 401(k) Plans, employer stock option plans, cash balance plans, defined benefit plans and cash balance/401k combination plans.