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About

Important information

  • Additional Info:
    Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA / SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Retirement Council, Inc. and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Retirement Council, Inc. or this representative. CA Insurance License 0H65782. FINRA Broker Check Florida Department of Financial Services Insurance Licensee Search

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About This Business

Retirement Council, Inc. provides insurance and through our broker/dealer, PlanMember Securities Corporation, provides financial advisory services. We focus on retirement planning, income planning, elder care planning, tax planning, business succession planning and estate planning.

BBB Accredited Since: 10/31/2016

Years in Business: 41

Products and Services

Retirement Planning, Investment Planning, Protection Planning and Tax Planning.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
9/25/2015
Business Started:
10/29/1984
Business Incorporated:
5/3/1991
Type of Entity:
Corporation
Business Management:
Mr. Joseph Chalom, Owner

Additional Contact Information

Principal Contacts
Mr. Joseph Chalom, Owner
Customer Contacts
Mr. Joseph Chalom, Owner
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook
LinkedIn

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

Payment methods
Check
Refund and Exchange Policy
NA
Other Resources
Florida Dept of Financial Services


https://licenseesearch.fldfs.com/
Florida Office of Financial Regulation
200 East Gaines Street
Tallahassee FL 32399
Phone Number: (800) 848-3792
http://www.flofr.com
Florida Office of Insurance Regulation
200 East Gaines Street
Tallahassee FL 32399
Phone Number: (850) 413-3140
www.floir.com

Latest Reviews

  • Sharon D J

    "If you want to save your money, make money, enjoy your money, and spend your money sensibly, it is my pleasure to recommend REMOVED, Retirement REMOVED. Chalom, Owner of Retirement Counsel, is a "Gem"." ... Read full review

  • Harold B

    "Great financial advisor simply the best. I been with him for over 20 years." ... Read full review

View all Reviews

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