BBB Accredited Business Profile

First Financial Estate Planners, Inc.

First Financial Estate Planners, Inc.

(352) 787-1700

First Financial Estate Planners, Inc.

28 years in business
1321 Citizens Blvd STE C
Leesburg, FL 34748-3946
BBB File Opened: 05/25/2010
Business Started: 08/01/1988
Business Started Locally: 08/01/1988
Business Incorporated: 10/23/2000 in FL
Type of Entity
Corporation
Business Management
  • Mr. Michael M. McGoldrick, President
Contact Information
  • Principal: Mr. Michael M. McGoldrick, President
Business Category
  • Insurance Agency
  • Insurance - Life
  • Annuities
  • Insurance - Property
  • Investment Advisory Service
  • Estate Planning & Management

Products & Services
This company offers IRA Preservation, Estate Planning, Long Term Care Planning, Pension Replacement Planning, and Wealth Transfer Planning.
Alternate Business Names
  • First Financial Estate Planners
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.

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 three years 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.

First Financial Estate Planners, Inc.

First Financial Estate Planners, Inc.

BBB ACCREDITED SINCE 05/27/2011

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
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Composite Score:

0 3
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