About
Overview
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 8/31/2023
Products and Services
Photos and Videos
Business Details
- Local BBB:
- BBB, Connecticut
- BBB File Opened:
- 8/23/2023
- Type of Entity:
- Limited Liability Partnership (LLP)
- Business Management:
- Mr. Jim Lambert, Managing Member
Additional Contact Information
- Principal Contacts
- Mr. Jim Lambert, Managing Member
- Customer Contacts
- Mr. Jim Lambert, Managing Member
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: 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
- Business Categories
- Retirement Planning Services, Financial Planning Consultants, Medicare
Latest Reviews
Rebecca R
"Jim was so helpful getting my retirement plans in place. He explains everything in detail and is always available to answer questions."
Mary B
"Jim LREMOVEDs the best!" ... Read full review
Kevin B
"Jim helped us navigate the confusing options with our Medicare coverage. He is extremely knowledgeable and made the process very simple." ... Read full review
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