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Find a Location

Freedom Financial & Insurance Services has 1 locations, listed below.

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    Business ProfileforFreedom Financial & Insurance Services

    Retirement Planning Services

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    This business has 0 complaints

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    Mike Cunningham has been helping retirees and pre-retirees plan their “second
    life” for over 20 years. He has worked with individuals, families, and business
    owners to show them how to build, preserve and pass on wealth.

    He has been a Retirement Income and Insurance
    Advisor for the Employees of the San Juan Unified School District for over 15
    years.

    His affiliation with the
    Fortune Builder Wealth Plan is his latest step to ensure that his clients have
    access to the most current, relevant strategies for building personal wealth tax
    efficiently, safely and securely.

    Consultations are always
    free, and there is never any pressure to make a decision.


    Mike’s office is located at 102 Natoma st.
    Folsom Ca. 95630

    Ca. Lic. #0769057

    Contact information:
    Phone, 916-761-2633

    Email,
    [email protected]

    Products & Services

    He specializes in retirement lifestyle
    planning with an emphasis on tax efficiency and guaranteed lifetime income. He
    educates his clients with a new way to think about money, investing, and
    retirement planning. This gives them confidence that their money will last as
    long as they do. To insure his clients goals are met he provides strategies to
    maximize Social Security income, and also explains the options available to
    reduce or eliminate the high cost of long-term care expenses. Furthermore, he’s
    also proficient in developing and implementing estate planning strategies by
    working closely with local experienced CPAs and attorneys.

    Safe Retirement Plans & Insurance Services is a Long-Term Care and Safe Retirement Income specialist.

    Business Details

    Location of This Business
    102 Natoma St, Folsom, CA 95630-3384
    BBB File Opened:
    5/12/2003
    Years in Business:
    34
    Business Started:
    6/1/1989
    Licensing Information:
    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.
    BBB records show a license number of 0769057 for this business, issued by Department of Insurance

    These agencies may include:

    Department of Insurance

    (800) 927-4357

    http://www.insurance.ca.gov

    Type of Entity:
    Sole Proprietorship
    Alternate Business Name
    • Freedom Financial
    • Safe Retirement Plans & Insurance Services
    Hours of Operation

    Primary

    M:
    8:00 AM - 5:00 PM
    T:
    8:00 AM - 5:00 PM
    W:
    8:00 AM - 5:00 PM
    Th:
    8:00 AM - 5:00 PM
    F:
    8:00 AM - 5:00 PM
    Sa:
    8:00 AM - 5:00 PM
    Su:
    8:00 AM - 5:00 PM
    Business Management
    • Mr. Mike Cunningham, Owner
    Contact Information

    Principal

    • Mr. Mike Cunningham, Owner

    Customer Contact

    • Mr. Mike Cunningham, Owner
    Additional Contact Information

    Fax Numbers

    • (916) 588-1807
      Other Fax

    Customer Complaints

    0 Customer Complaints

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    Customer Reviews

    0 Customer Reviews

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    Local BBB

    BBB of Northeast California

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