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Find a Location

Senior Planning LLC has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.
    • Senior Planning LLC

      4041 N Central Ave Ste 515 Phoenix, AZ 85012-3330

      BBB Accredited Business
    • Senior Planning LLC

      3411 N 5th Ave Ste 207 Phoenix, AZ 85013-3812

      BBB Accredited Business

    Business ProfileforSenior Planning LLC

    Senior Care
    Multi Location Business
    BBB accredited business

    At-a-glance

    Customer Reviews

    4.42/5stars

    Average of 24 Customer Reviews

    Customer Complaints

    8 complaints closed in last 3 years

    2 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 3/22/2013

    Years in Business: 16

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    This business offers senior placement services.

    Business Details

    This is a multi-location business.

    Find a Location

    Senior Planning LLC has 2 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      • Senior Planning LLC

        4041 N Central Ave Ste 515 Phoenix, AZ 85012-3330

        BBB Accredited Business
      • Senior Planning LLC

        3411 N 5th Ave Ste 207 Phoenix, AZ 85013-3812

        BBB Accredited Business
      Location of This Business
      4041 N Central Ave Ste 515, Phoenix, AZ 85012-3330
      BBB File Opened:
      3/11/2013
      Years in Business:
      16
      Business Started:
      9/18/2007
      Business Incorporated:
      9/18/2007
      Accredited Since:
      3/22/2013
      Type of Entity:
      Limited Liability Company (LLC)
      Business Management
      • Mr. Jacob E Gottlieb, Manager
      • Mr. David Jenner, Manager
      Contact Information

      Principal

      • Mr. Jacob E Gottlieb, Manager
      • Mr. David Jenner, Manager

      Customer Contact

      • Mr. Jacob E Gottlieb, Manager
      • Mr. David Jenner, Manager
      Additional Contact Information

      Email Addresses

      Customer Complaints

      8 Customer Complaints

      Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

      File a Complaint

      Most Recent Customer Complaint

      02/09/2023

      Complaint Type:
      Product Issues
      Status:
      Answered
      I am GPOA and HPOA for my mother, *****************************. I contracted with Senior Planning on 12/6/21 to represent mom in getting qualified for *****. Part of the process was a pre-qualification such that the signed contract has a refundable guarantee if they are not able to get her qualified once they proceed with the ***** application - see Article 2.3 of the attachment. They failed in getting mom qualified for ***** and I submitted a formal refund request, minus attorney fees for some income trust paperwork I had already initiated - although I do not know what the portion of the charges are. After going around in circles, I was told I needed to complete a "refund request" form, which I emailed to their representative, *************************** on April 4, 2022. Repeated phone calls and emails since have been ignored. Original amount paid was $1,500 of which part of the fees covered the income trust. I have already advised via email last week that I was looking at filing a fraud charge against them. Their sales pitch relied heavily on their 100% refund guarantee if they were not able to get mom qualified and was presented as "no risk". If I can get the refund I will move on and forget this. If getting the refund through BBB fails then I will formally pursue fraud charges.
      Read More

      Customer Reviews

      24 Customer Reviews

      What do you think? Share your review.

      How BBB Processes Complaints and Reviews

      Start a Review

      Most Recent Customer Review

      Maggie N

      5 stars

      03/04/2024

      Senior Planning was AWESOME!! They assisted me with getting my mother approved for ***** and they did their job!! I tried doing this on my own about 4 years ago and kept talking to a different person with *****. With Senior Planning, they spoke to ***** on our behalf which made it an easier process. Senior Planning were able to get the application processed with ***** in under a little two months whereas it would have taken me anywhere from 3 to 6 months. MANY KUDOS TO SENIOR PLANNING. They definitely made my life easier. I definitely recommend using Senior Planning.

      Local BBB

      Better Business Bureau Serving the Pacific Southwest

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