BBB Accredited Business Profile

IRA / TSA Specialist

IRA / TSA Specialist

(877) 237-8472

IRA / TSA Specialist

28 years in business
4900 Hopyard Rd Ste 100
Pleasanton, CA 94588-7101
Additional Phone Numbers
  • (925) 413-4513
Additional Email Addresses
BBB File Opened: 03/19/1991
Business Started: 06/20/1989
Business Started Locally: 06/20/1989
Type of Entity
Sole Proprietorship
Business Management
  • Mr. Ronald C. Edwards, Owner
Business Category
  • Financial Planning Consultants
  • Annuity
  • Retirement Planning Services
  • Financial Services
  • Investment Seminars
  • Notary Public

Service Area
This business service area covers Los Angeles, San Diego, San Jose, San Francisco, Fresno, Sacramento, Long Beach, Oakland, Bakersfield, Anaheim, Santa Ana, Riverside, Stockton, Chula Vista, Fremont, Irvine, San Bernadino, Modesto, Oxnard, Fontana and Nevada
Alternate Business Names
  • IRA Specialist
  • Ronald C. Edwards
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: 
BBB accredited business



This company offers financial services including insurance, annuities, IRA rollovers and more.

BBB Reason for Ratings

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

Business Profile

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.
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BBB reports on known significant government actions involving the business's marketplace conduct.
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IRA / TSA Specialist

IRA / TSA Specialist


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