Retirement Planning Services
Secure Retirement Financial & Insurance Services Corp.
About
Overview
Secure Retirement Financial & Insurance Services Corp.
18 Crow Canyon Ct Ste 325
San Ramon, CA 94583-1738
BBB Accredited Since: 6/28/2024
Years in Business: 21
BBB Accreditation & Rating
Secure Retirement Financial & Insurance Services Corp. is BBB Accredited.
Why choose a BBB Accredited Business?About This Business
Business Details
- BBB File Opened:
- 4/24/2007
- Business Started:
- 1/8/2004
- Type of Entity:
- S Corporation
- Business Management:
- Mr. Richard Morey, President
- Mrs. Judit Ericksson, Manager of Client Relations
- Number of Employees:
- 5
Additional Contact Information
- Principal Contacts
- Mr. Richard Morey, President
- Customer Contacts
- Mr. Richard Morey, President
- Mrs. Judit Ericksson, Manager of Client Relations
- Additional Email Addresses
- Primary: 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.
BBB records show a license number of 0B90311 for this business, issued by California Department of Insurance/CDI. The expiration date of this license is 3/31/2026.
California Department of Insurance/CDI
300 Capitol Mall, Suite 1700
Sacramento CA 95814
BBB records show a license number of 0E65789 for this business, issued by California Department of Insurance/CDI
California Department of Insurance/CDI
300 Capitol Mall, Suite 1700
Sacramento CA 95814
Additional Information
- Other Resources
- California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected] - Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov - Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx - Business Categories
- Retirement Planning Services, Financial Services, Financial Planning Consultants, Financial Consultants, Portfolios
More Resources
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