BBB Accredited Business Profile

Estate & Financial Strategies, Inc.

Estate & Financial Strategies, Inc.

(615) 376-5325

Estate & Financial Strategies, Inc.

27 years in business
750 Old Hickory Blvd Bldg 1 Ste 100
Brentwood, TN 37027
BBB File Opened: 02/10/1999
Business Started: 08/05/1990
Business Incorporated: 10/19/2000 in TN
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Hank Parrott, Owner
  • Customer Service: Ms. Madelyn King, Executive Assistant
Business Category
  • Financial Services
  • Bonds - Surety & Fidelity
  • Insurance Companies
  • Insurance - Life
  • Annuities
  • Investment Advisory Service
  • Retirement Planning Service
  • Estate Planning & Management
  • Taxes - Consultants & Representatives

Products & Services
This company offers comprehensive financial services including, estate planning, retirement planning, investment seminars, insurance, and tax advisory 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.

A+

Overview

This company offers comprehensive financial services including, estate planning, retirement planning, investment seminars, insurance, and tax advisory services.

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.

Estate & Financial Strategies, Inc.

Estate & Financial Strategies, Inc.

BBB ACCREDITED SINCE 01/07/2013

Customer Review Rating:

Positive
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Neutral
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Negative
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Composite Score:

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