BBB Accredited Business Profile

Successful Retirement, Inc.

Successful Retirement, Inc.

(770) 641-7771

Successful Retirement, Inc.

21 years in business
1792 Woodstock Rd Ste 100
Roswell, GA 30075-5603
Additional Phone Numbers
  • (770) 518-0049
Additional Email Addresses
  • contact@albertsonfinancial.com
Additional Website Addresses
BBB File Opened: 04/22/2003
Business Started: 08/01/1996
Business Incorporated: 04/21/2003 in GA
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Jack Browne, President/CEO
  • Mr. Frank Kelly, Vice President
  • Ms. Jana Puckett, Manager of Marketing
  • Mr. Matt Smith, Supervisor
  • Ms. Sheila Woods, Manager of Customer Support
Business Category
  • Retirement Planning Service
  • Financial Planning Consultants
  • Investment Advisory Service
  • Insurance Services
  • Estate Planning & Management

Products & Services
This company offers estate planning, financial planning, & insurance services.
Alternate Business Names
  • Albertson Financial
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.
BBB accredited business

A+

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Successful Retirement, Inc.

Successful Retirement, Inc.

BBB ACCREDITATION SINCE 04/21/2003

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