BBB Business Review
BBB Accredited Business since
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1.) Provide Social Security Timing Reports to Maximize benefits and assist Seniors in selecting when to elect.
2.) Member of Elite IRA.--Distribution Specialists with IRA's, 401K's and 403B planning.
3.) Full Service Accounting providing Tax Preparation for Individuals and Small Business's.
4.) Legal Services to update and maintain Trusts and Wills.
5.) Medicare and Supplemental Health Care Planning for those both under and over age 65.
6. Estate Planning and Medicaid options.
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A BBB Accredited Business since
BBB has determined that Senior Tax and Insurance Advisors PLLC 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 Senior Tax and Insurance Advisors PLLC 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
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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:
Texas Department of Insurance
333 Guadalupe St, Austin TX 78701
Phone Number: (800) 252-3439
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Philip Donato Capriotti, Member Miss. Louise Keller, Office Manager Mr. Gregory Putbrese
Retirement Planning Service
Products & Services
Senior Tax and Insurance Advisors PLLC sells the following brand(s): Allianz, Athene, Aviva , Guarantee Trust