BBB Accredited Business Profile

Freedom Financial & Insurance Services

Freedom Financial & Insurance Services

(916) 761-2633

Freedom Financial & Insurance Services

27 years in business
102 Natoma St
Folsom, CA 95630-3384
Fax Numbers
  • (916) 588-1807
Additional Email Addresses
  • mikecunninghamadvisor@gmail.com
BBB File Opened: 05/12/2003
Business Started: 06/01/1989
Type of Entity
Sole Proprietorship
Business Management
  • Mr. Mike Cunningham, Owner
Business Category
  • Retirement Planning Service
  • Financial Planning Consultants
  • Insurance Companies
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities

Products & Services
Safe Retirement Plans & Insurance Services is a Long-Term Care and Safe Retirement Income specialist.
Alternate Business Names
  • Safe Retirement Plans & Insurance Services
  • Freedom Financial
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

Mike Cunningham has been helping retirees and pre-retirees plan their “second
life” for over 20 years. He has worked with individuals, families, and business
owners to show them how to build, preserve and pass on wealth.

Mike is the owner of Freedom Financial & Insurance Services, and has an A+
rating with the Better Business Bureau, which means no consumer complaints.

He has been a Retirement Income and Insurance
Advisor for the Employees of the San Juan Unified School District for over 15
years.

He specializes in retirement lifestyle
planning with an emphasis on tax efficiency and guaranteed lifetime income. He
educates his clients with a new way to think about money, investing, and
retirement planning. This gives them confidence that their money will last as
long as they do. To insure his clients goals are met he provides strategies to
maximize Social Security income, and also explains the options available to
reduce or eliminate the high cost of long-term care expenses. Furthermore, he’s
also proficient in developing and implementing estate planning strategies by
working closely with local experienced CPAs and attorneys.

His affiliation with the
Fortune Builder Wealth Plan is his latest step to ensure that his clients have
access to the most current, relevant strategies for building personal wealth tax
efficiently, safely and securely.

Consultations are always
free, and there is never any pressure to make a decision.

Mike takes pride in
working with his clients to ensure their retirement goals are met, and their futures
are secure.

Mike’s office is located at 102 Natoma st.
Folsom Ca. 95630

Ca. Lic. #0769057

Contact information:
Phone, 916-761-2633

Email,
mikecunninghamadvisor@gmail.com

BBB Reason for Ratings

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

Business Profile

M: 8:00 AM-5:00 PM
T: 8:00 AM-5:00 PM
W: 8:00 AM-5:00 PM
Th: 8:00 AM-5:00 PM
F: 8:00 AM-5:00 PM
S: 8:00 AM-5:00 PM
Su: 8:00 AM-5:00 PM
Please call for an appointment

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.

Freedom Financial & Insurance Services

Freedom Financial & Insurance Services

BBB ACCREDITED SINCE 03/19/2009

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