BBB Accredited Business Profile

Perry Financial Services Co.

Perry Financial Services Co.

(513) 315-1718

Perry Financial Services Co.

28 years in business
2616 Saddleback Dr
Cincinnati, OH 45244-3911
Fax Numbers
  • (513) 232-7107
Additional Phone Numbers
  • (513) 258-9470
Additional Email Addresses
  • allenlperry@gmail.com
Additional Website Addresses
BBB File Opened: 02/01/2011
Business Started: 01/01/1989
Business Incorporated: 01/05/2000 in OH
Type of Entity
Corporation
Business Management
  • Ms. Helena B. Perry, President
  • Mr. Allen L. Perry, Vice President
Business Category
  • Tax Return Preparation
  • Financial Planning Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • Insurance Services

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+

Overview

This business offers financial advisory and tax preparation & consultancy firm including retirement security and retirement plan options for individuals, business owners, and employees; personal financial solutions; personal income tax advisory and preparation services.

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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.

Perry Financial Services Co.

Perry Financial Services Co.

BBB ACCREDITATION SINCE 02/16/2011

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