BBB Business Review
This Business is not BBB accredited
Assured Retirement and Estate Planning
Phone: (414) 764-5145 1406 Drexel Blvd, South Milwaukee, WI 53172
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This company provides tax free retirement planning services, long term care alternatives along with estate and funeral trusts.
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 16 factors. Get the details about the factors considered.
Factors that raised the rating for Assured Retirement and Estate Planning include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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These agencies may include:
Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935
Type of Entity
Business ManagementMr. William B. Doan, Owner
Retirement Planning Service Estate Planning & Management Insurance - Long Term Care Trusts, Estates, and Agency Accounts (NAICS: 525920)