BBB Accredited Business Profile

Conservative Financial Solutions

Conservative Financial Solutions

(513) 367-1113

Conservative Financial Solutions

93 years in business
10403 Harrison Avenue, Suite 100
Harrison, OH 45030
Fax Numbers
  • (513) 367-1142
Additional Phone Numbers
  • (800) 368-9449
  • (513) 367-9333
Additional Email Addresses
  • cfs@go2cfs.com
BBB File Opened: 03/29/1994
Business Started: 01/01/1925
Business Incorporated: 10/27/2005 in OH
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Roger L. Ford, President
Business Category
  • Financial Planning Consultants
  • Investment Security

Additional Information
  • This company also operates under the name Siefferman Insurance Agency.
Service Area
We service the following area(s): Indiana, Kentucky, Ohio
Alternate Business Names
  • Siefferman Insurance Agency, Inc.
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 records show a license number of CRD #1537481 for this business, issued by FINRA

    FINRA
    1735 K Street, NW, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

BBB accredited business

A+

Overview

Conservative Financial Solutions offers:

Retirement Income Strategies
Wealth Management
Annuities
Life Insurance
Tax-Efficient Strategies
Long-Term Care
IRA & 401(k) Rollovers

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BBB Reason for Ratings

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

M: 9:00 AM-5:00 PM
T: 9:00 AM-5:00 PM
W: 9:00 AM-5:00 PM
Th: 9:00 AM-5:00 PM
F: 9:00 AM-5:00 PM
S: Closed
Su: Closed
H: Closed

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.

Conservative Financial Solutions

Conservative Financial Solutions

BBB ACCREDITATION SINCE 10/31/2001

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