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Business Profile

Estate Planning and Management

Estate Preservation Advisors
BBB Accredited BusinessA+Rated by BBB
Visit Website(480) 385-2800Email BusinessWrite a Review

About

Overview

Estate Preservation Advisors

8160 N Hayden Rd Ste J110

Scottsdale, AZ 85258-2484

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BBB Accreditation & Rating

Estate Preservation Advisors is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This business offers insurance and health products, and estate planning services.

BBB Accredited Since: 8/18/2005

Years in Business: 24

Products and Services

401(k) Management, 529 Plans, Annuities, Certificates of Deposit, Critical Illness Insurance, Disability Insurance, Estate Planning, Income Planning, Institutional Management, Life Insurance, Long-term Care Insurance, Mutual Funds, Private Wealth Management, Qualified Retirement Plans, Retirement Planning, Securities, Succession Planning, Tax Strategies, U.S. Treasuries

Business Details

Local BBB:
BBB, Mountain West & Pacific Southwest
BBB File Opened:
1/9/2003
Business Started:
10/16/2001
Business Incorporated:
10/16/2001
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Advantex Group LLC
Business Management:
Mr. Scott Elliott Bird III, Manager

Additional Contact Information

Principal Contacts
Mr. Scott Elliott Bird III, Manager
Customer Contacts
Mr. Scott Elliott Bird III, Manager
Fax numbers
Primary Fax: (480) 385-2803
Additional Email Addresses
Primary: Email this Business
Additional Websites
ethicalcommunity.org/esta...
Social Media

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

Other Resources
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
Business Categories
Estate Planning and Management, Insurance Companies, Annuities, Senior Insurance, Wealth Management

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