BBB Accredited Business Profile

Temple Financial Solutions

Temple Financial Solutions

(937) 667-6500

Temple Financial Solutions

21 Robinhood Ln.
Troy, OH 45373
Additional Phone Numbers
  • (937) 667-2000
BBB File Opened: 07/27/2004
Type of Entity
Sole Proprietorship
Business Management
  • Mr. Steven M. Temple, Owner
Contact Information
  • Tim Thomas, Client Relations
Business Category
  • Financial Planning Consultants
  • Retirement Planning Service
  • Financial Services
  • Investment Seminars
  • Educational Consultants
  • Estate Planning & Management
  • College Savings Plans

Products & Services
Pension Max - Maximize Income Morningstar - Investment Analysis Kwanti - Portfolio Modeling MoneyTrax - Planning System Spending Game - Compares Life Scenarios eMoneyPro- Client Data Organizer
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 NPN 1893448 for this business, issued by Ohio Department of Insurance

    Ohio Department of Insurance
    50 W Town St, Ste 300, Columbus, OH 43215
    http://www.insurance.ohio.gov
    Phone Number:  (800) 6861526
    Fax Number:   (614) 6443744

Number of Employees: 
3
BBB accredited business

A+

Overview

TFS specializes in working with people 55+ that seek measurable and verifiable outcomes with regards to asset protection and sustainable income. Our process that allows one to carefully consider their options before making important decisions.

BBB Reason for Ratings

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

Monday - Friday: 9:00AM-5:00PM
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.

Temple Financial Solutions

Temple Financial Solutions

BBB ACCREDITATION SINCE 12/17/2012

Customer Review Rating:

100%
This business has no complaints filed

Composite Score: