BBB Business Review

Text Sizesmall medium large

This business is not BBB accredited.

Premier Retirement Planning Inc.

Phone: (800) 244-0167 Fax: (415) 295-4504 View Additional Phone Numbers 1835 Noriega St Apt 101, San Francisco, CA 94122


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

Description

We offer a free 'second opinion' on your current retirement plan, over the phone. (If you have a computer, we can also display stock charts, etc., on your computer screen.) We want to uncover any serious risk in your current plan, and address it.


BBB Accreditation

This business 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.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:

  • BBB does not have sufficient information to issue a rating on this business.


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 Premier Retirement Planning Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: September 13, 2002 Business started: 09/11/1984 Business started locally: 09/11/1984 Business incorporated 09/11/1984 in CA
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:

California Department of Insurance
300 S Spring St, South Tower, Los Angeles CA 90013
https://www.insurance.ca.gov/01-consumers/120-company/
Phone Number: (800) 927-4357
The number is 0673130.

Type of Entity

Corporation

Business Management
Mr. Arthur Abramson, President
Contact Information
Principal: Mr. Arthur Abramson, President
Number of Employees

1

Business Category

Retirement Planning Service

Refund and Exchange Policy
California owners of life, health, disability, long term care and annuity policies generally have a minimum '10 Day Free Look' period when they receive their policies; owners 65 and over generally have '30 Day Free Look' periods when they purchase annuities.
Service Area
This business service area covers: California
Alternate Business Names
Premier Retirement Insurance and Financial Services, Inc.
Additional Information

General securities offered through SWS Financial Services, Inc.
1201 Elm Street. Suite 3500 * Dallas, Texas 75270 * (214) 859-9785
Member: FINRA/SIPC

Products & Services

In order to reduce serious risk and address our clients' income and growth goals, we may use: life, health, disability, long term care and longevity insurance; annuities, stocks, bonds, mutual funds, ETFs, REITs and Business Development Companies.

X

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.