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 (LLC)
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 Services
  • Financial Planning Consultants
  • Investment Advisory Services
  • Insurance Services Office
  • Estate Planning and 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.

Successful Retirement, Inc.

Successful Retirement, Inc.

BBB ACCREDITATION SINCE 04/21/2003

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