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Business Profile

Financial Planning Consultants

Patricia Michels - CLU/ChFC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(719) 635-7329Write a Review

About

Overview

Patricia Michels - CLU/ChFC

Colorado Springs, CO 80904-1600

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

Find a Location

Patricia Michels - CLU/ChFC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Patricia Michels - CLU/ChFC 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

    Patricia Michels provides insurance and financial services, including life insurance, Medicare supplement insurance, long-term care insurance, annuities, and supplemental health insurance. The company assists clients with retirement planning and insurance product selection.

    BBB Accredited Since: 12/1/1999

    Years in Business: 43

    Products and Services

    Annuity, Financial Services, Life Insurance, Long-Term Care Insurance, Medicare Supplement Insurance, Supplemental Health Insurance

    Business Details

    Local BBB:
    BBB of Southern Colorado
    BBB File Opened:
    11/15/1999
    Business Started:
    3/1/1983
    Business Started Locally:
    11/15/1999
    Type of Entity:
    Sole Proprietorship
    Business Management:
    Ms. Patricia Michels, Owner

    Additional Contact Information

    Principal Contacts
    Ms. Patricia Michels, Owner
    Customer Contacts
    Ms. Patricia Michels, Owner
    Additional Phone Numbers
    Other Phone: (800) 414-3572
    Other Phone: (303) 802-2020
    Other Phone: (719) 572-7732
    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
    Department of Regulatory Agencies (DORA)

    Security Exchange Commission

    Business Categories
    Financial Planning Consultants, Insurance Agent, Senior Insurance

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.