BBB Accredited Business Profile

Franklin & Associates

Franklin & Associates

(903) 759-0444

Franklin & Associates

29 years in business
2814 Bill Owens Pkwy., Suite 400
By Appointment Only
Longview, TX 75605
Additional Phone Numbers
  • (800) 433-7013
  • (903) 755-0444
  • (903) 235-7889
BBB File Opened: 07/08/1993
Business Started: 01/01/1988
Type of Entity
Sole Proprietorship
Contact Information
  • Kay Green, Secretary
  • J. Paul Leslie, Associate
  • Principal: Joel I. Franklin, CPA, Owner
Business Category
  • Retirement Planning Service
  • Financial Planning Consultants
  • Insurance - Life
  • Annuities
  • Estate Planning & Management

Additional Information
  • Tax returns prices are agreed on before preparation. 1/2 price first year.
Products & Services
Retirement Plans, Annuities, Life Insurance, & Federal Income Tax Returns
Alternate Business Names
  • Joel I. Franklin, CPA
  • Franklin and Associates Financial Services
  • Retirement Planning
  • IULs - Indexed Life Insurance & FIA - Fixed Indexed Annuities
  • 401(k), 403(b), & IRA Rollovers & Tax Free Exchanges
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+

Overview

Tax Free Retirement & Regular Retirement Planning. 401(k) Consultant & Help in moving after age 591/2. Retirement Income Planning. Indexed Life Insurance Planning. Preparation of Federal Income Tax Returns. 38 years in this business.

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.

Franklin & Associates

Franklin & Associates

BBB ACCREDITED SINCE 08/14/2013

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

0 3
Request a Quote