About
Overview
BBB Accreditation & Rating
About This Business
We're Refuge Financial Solutions based out of Pueblo West, CO and our driving passion is to genuinely help people. In the midst of unstable times, we offer a safe place--a refuge--for those looking for trustworthy financial information and solutions to the problems they face. As an independent broker, we are able to prioritize our clients' wants and needs above all else as we educate them and find the best solutions for their unique situations.
This
business is being included as part of Better Business Bureau’s “BBB4Good”
listing because a digital search indicates the organization says it
incorporates environmental or social impact as part of its business model. BBB
has not verified these statements. For more information about our BBB4Good “Verified”
and “Self-Identified” program for purpose-driven businesses, Click here.
BBB Accredited Since: 7/1/2024
Years in Business: 3
Products and Services
STRATEGIC RETIREMENT PLANNING
-Fixed Index Annuities (FIAs); Multiyear Guaranteed Annuities (MYGAs); Indexed Universal Life (IULs); Participating/Cash Value Whole Life; Infinite Banking Concept
MEDICARE SOLUTIONS
-Medicare Advantage (Part C); Medicare Supplement (Medi-gap); Prescription Drug Plans (Part D); Dental/Vision/Hearing Plans; Hospital Indemnity
LIFE INSURANCE
-Participating/Cash Value Whole Life; Indexed Universal Life (IULs); Term; Mortgage Protection; Final Expense; Guaranteed Issue Whole Life
DEBT ELIMINATION
-Money Max Account (United Financial Freedom)
Photos and Videos
Business Details
- Local BBB:
- BBB of Southern Colorado
- BBB File Opened:
- 5/29/2024
- Business Started:
- 2/21/2023
- Business Started Locally:
- 2/21/2023
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Tim Ives, Owner/Operator
Additional Contact Information
- Principal Contacts
- Tim Ives, Owner/Operator
- Customer Contacts
- Tim Ives, Owner/Operator
- 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.
Additional Information
- Other Resources
- Colorado Division of Securities
1580 Lincoln St #420
Denver CO 80203
Phone Number: (303) 894-2320
www.cfp.net/search/Department of Regulatory Agencies (DORA)
Security Exchange Commission
- Business Categories
- Life Insurance, Financial Planning Consultants, Retirement Planning Services, Medicare
Latest Reviews
sylvia m
"Great experience working with REMOVED. Explained everything and very knowledgeable and helpful." ... Read full review
Susan Y
"Excellent service and attention to detail. Really worked to get us the exact program we needed." ... Read full review
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