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BBB Accredited Business since

Michael Tarantino, CFP, Financial Advisor AKA

Additional Locations

Phone: (970) 292-0105 Fax: (970) 224-4180 303 E Mountain Ave  Home State Bank, Fort Collins, CO 80524 http://www.michaeltarantino.net

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Description

This company offers full service financial planning, specializing in retirement planning, 401K's, IRA's,and estate planning. Financial Advisor, Certified Financial Planner, CFP, rollovers, Michael Tarantino

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Michael Tarantino, CFP, Financial Advisor AKA 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 16 factors. Get the details about the factors considered.

Factors that raised the rating for Michael Tarantino, CFP, Financial Advisor AKA include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information 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 Michael Tarantino, CFP, Financial Advisor AKA
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

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BBB file opened: January 28, 2013 Business started: 01/01/1984 Business started locally: 01/01/1984
Licensing

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:

Insurance Board- Colorado
1560 Broadway Ste 850, Denver CO 80202
www.dora.state.co.us/insurance
Phone Number: (303) 894-7499

Type of Entity

Sole Proprietorship

Business Management
Mr. Michael Tarantino, CFP®, CDFA Mrs. Theresa Cordova, Investment Assistant
Contact Information
Principal: Mr. Michael Tarantino, CFP®, CDFA
Business Category

Investment Management Consultant - Employee Benefit Plans Financing Consultants College Savings Plans Senior Service Specialists Financial Planning Consultants Finance Companies Long Term Care Insurance Companies Senior Insurance Agencies Disability Insurance Agencies Financial Advisors Mutual Fund Companies Pension & Profit Sharing Plans Retirement Planners Insurance Services Financial Services

Service Area
Counties of Larimer, Weld, Douglas, Jefferson, Adams, Morgan, Kit Carson, Boulder, Laramie, Carbon, Albany, Yuma, Logan, El Paso, Arapahoe, Elbert, Washington, Delta, Custer, Teller, Baca, Eagle, Mesa, Park, Lake, Bent, Otero, Prowers
Alternate Business Names
Investment Centers of America
Products & Services

mutual funds, annuities, 401k, IRA, retirement strategies, stocks, estate planning, bonds, tax free investments, college savings plans, socially responsible investments, Honest Certified Financial Planner, Mike Tarantino

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Professional AffiliationsX
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Types of Complaints Handled by BBB

BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

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BBB Complaint Process

Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

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What government actions does BBB report on?

BBB reports on known significant government actions involving business' marketplace conduct.

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