This Business Is Not BBB Accredited

Rodriguez Financial Strategies, LLC

Rodriguez Financial Strategies, LLC

(937) 427-4292

Rodriguez Financial Strategies, LLC

13 years in business
4031 Colonial Glenn Hwy. Ste. 107
Beavercreek, OH 45431
Additional Phone Numbers
  • (937) 304-7393
BBB File Opened: 12/04/2009
Business Started: 05/01/2004
Business Incorporated: 04/27/2009 in OH
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Jose "Rafi" Rodriguez, President
  • Customer Service: Mr. Dennis Pascarella, OSJ
Business Category
  • Financial Planning Consultants
  • Insurance - Health
  • Insurance - Long Term Care
  • Insurance - Liability
  • Investment Advisory Service
  • Pension & Profit Sharing Plans
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • Investment Seminars
  • Insurance - Employee Benefits
  • Consultant - Employee Benefit Plans
  • Estate Planning & Management
  • College Savings Plans
  • Employee Benefit Plans
  • Business Plan Preparation

Products & Services
This company provides financial services and guides clients with 'charting a course for living life with a purpose'. The company is an independent financial service firm focused on the best interests of their clients. The company is not tied to any specific product or investment.
Service Area
Beavercreek, Dayton, Miami Valley Area
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.
Number of Employees: 
1

A+

BBB Reason for Ratings

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

Mon: 08:30 AM to 05:00 PM
Tue: 08:30 AM to 05:00 PM
Wed: 08:30 AM to 05:00 PM
Thu: 08:30 AM to 05:00 PM
Fri: 08:30 AM to 05:00 PM
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.

Rodriguez Financial Strategies, LLC

This Business Is Not BBB Accredited

Rodriguez Financial Strategies, LLC

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed