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Business Profile

Estate Planning and Management

Life Planning Team
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(480) 448-0025Email BusinessWrite a Review

About

Overview

Life Planning Team

15169 N Scottsdale Rd Ste 205

Scottsdale, AZ 85254-2665

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Find a Location

Life Planning Team has 2 locations, listed below.

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    BBB Accreditation & Rating

    Life Planning Team is BBB Accredited.

    BBB accredited business seal

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

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    About This Business

    This business offers estate planning and management and business consulting services.

    BBB Accredited Since: 7/17/2024

    Years in Business: 3

    Products and Services

    Business Planning, Corporations, Elder Planning, Estate Planning, LLCs, Long-Term Care Planning, Medicaid Planning, Power of Attorney, Probate, Special Needs Planning, Trusts, VA Planning, Wills

    Business Details

    Local BBB:
    BBB, Mountain West & Pacific Southwest
    BBB File Opened:
    2/14/2024
    Business Started:
    1/25/2023
    Type of Entity:
    Sole Proprietorship
    Alternate Names:
    AGRET LLC
    Business Management:
    Mr. Greg Lutowsky, Founder/CEO
    Mr. Christopher Gonzales, Manager

    Additional Contact Information

    Principal Contacts
    Mr. Christopher Gonzales, Manager
    Customer Contacts
    Mr. Greg Lutowsky, Founder/CEO
    Additional Phone Numbers
    Other Phone: (480) 599-4444
    Other Phone: (623) 259-4099
    Additional Email Addresses
    Primary: Email this Business
    Complaint: Email this Business
    Inquiry: Email this Business
    Sales: Email this Business
    Additional Websites
    ethicalcommunity.org/life...
    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

    Business Categories
    Estate Planning and Management, Business Services, Business Consultants, Retirement Planning Services, Wealth Management

    Latest Reviews

    • Diana P.

      "REMOVEDwas very thorough and explained things in detail. He is certainly the one you want to help you put a Trust together." ... Read full review

    • William S.

      "They were very professional and efficient. Answered all our questions and explained everything."

    • Tom

      "REMOVEDwas fantastic to work with. He is patient and always did a great job explaining anything I did not understand." ... Read full review

    View all Reviews

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