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Business Profile

Financial Planning Consultants

Innovative Retirement Advisors, Inc.
BBB Accredited BusinessA+Rated by BBB
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About

Overview

Innovative Retirement Advisors, Inc.

4737 Stonehedge Dr

Santa Rosa, CA 95405-7446

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BBB Accreditation & Rating

Innovative Retirement Advisors, Inc. is BBB Accredited.

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

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About This Business

Innovative Retirement Advisors, Inc. offers money management, financial planning and estate planning.

BBB Accredited Since: 10/15/2014

Years in Business: 21

Products and Services

401(k) Plan Consulting, Business Planning, Employee Retirement Plans, Estate Planning, Financial Planning, Insurance Planning, Insurance Strategies, Investment Management, Portfolio Alignment, Retirement Planning, Risk Analysis

Business Details

Local BBB:
BBB serving the San Francisco Bay Area and Northern Coastal California
BBB File Opened:
6/20/2014
Business Started:
6/15/2005
Business Started Locally:
6/15/2005
Business Incorporated:
12/22/2014
Type of Entity:
Corporation
Business Management:
Mr. Denis Wheatley Sr., Billing Contact
Number of Employees:
1

Additional Contact Information

Principal Contacts
Mr. Denis Wheatley Sr., Billing Contact
Customer Contacts
Mr. Denis Wheatley Sr., Billing Contact
Fax numbers
Primary Fax: (866) 436-7672
Additional Phone Numbers
Other Phone: (707) 538-2126

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 0474490 for this business, issued by California Department of Insurance/CDI. The expiration date of this license is 10/31/2026.

California Department of Insurance/CDI

300 Capitol Mall, Suite 1700

Sacramento CA 95814

800-9274357Website

Additional Information

Business Categories
Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Business Plan, Fee Only Financial Advisor

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