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Business Profile

Financial Consultants

Benefit Advisory Group

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Consultants.

About

About This Business

Years in Business: 32

Products and Services

Benefit Advisory Group offers: financial planning services, investment management, estate conservation, insurance and annuity products, term insurance services, retirement strategies, long term care insurance, and tax management.

Business Details

BBB File Opened:
3/14/1994
Business Started:
8/6/1993
Date of New Ownership:
5/1/2021
Business Incorporated:
8/6/1993
Type of Entity:
Corporation
Business Management:
Mrs. Sandy Holcombe, Director of Operations
Mr. Kelly Cole, Owner
Number of Employees:
6

Additional Contact Information

Principal Contacts
Mr. Kelly Cole, Owner
Customer Contacts
Mrs. Sandy Holcombe, Director of Operations
Mr. Kelly Cole, Owner
Fax numbers
Primary Fax: (256) 837-2755
Additional Email Addresses
Primary: Email this Business
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Customer Service: Email this Business

Licensing information

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.

Additional Information

Payment methods
  • Cash
  • Check
Other Resources
State Department Of Insurance
135 South Union Street
Montgomery AL 36130
Phone Number: (800) 433-3966
www.aldoi.gov

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