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BBB Accredited Business sinceAdditional Locations
Phone: (970) 292-0105 Fax: (970) 224-4180 303 E Mountain Ave Home State Bank, Fort Collins, CO 80524
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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
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 13 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
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1|
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:
Insurance Board- Colorado
1560 Broadway Ste 850, Denver CO 80202
Phone Number: (303) 894-7499
Type of Entity
Business ManagementMr. Michael Tarantino, CFP®, CDFA Mrs. Theresa Cordova, Investment Assistant
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 AreaCounties 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 NamesInvestment 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
Industry TipsAre Bonds the Right Investment for You? Financial Professionals Defined Insurance Can Be Part of Overall Financial Plan Take Precautions if Investing in Oil and Gas Ways to to Avoid Investment Fraud
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview