See Hours
| Monday | 10:00 AM - 6:00 PM |
|---|---|
| Tuesday | 10:00 AM - 6:00 PM |
| Wednesday | 10:00 AM - 6:00 PM |
| Thursday | 10:00 AM - 6:00 PM |
| Friday | 10:00 AM - 6:00 PM |
| Saturday | 10:00 AM - 6:00 PM |
| Sunday | Closed |
About
Overview
BBB Accredited Since: 6/26/2024
Years in Business: 9
BBB Accreditation & Rating
About This Business
Products and Services
-FRS DROP
-Social Security
-Deferred Comp’ Plans
-IRA, 403(b) and 401(k)
-Health Insurance < age 65
-ROTH IRA and ROTH Conversions
-Dental, Vision and Med-Supp’ Plans
-Minimize your Federal Income Taxes
-Avoiding Risk and Losses in Retirement
-Long-Term Care and Home Health Care Plans
-Estate Planning – Fraser is a Certified Estate Planner™
-How to plan for Longevity and Guaranteed Lifetime Income
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Central Florida
- BBB File Opened:
- 7/27/2018
- Business Started:
- 10/1/2015
- Business Started Locally:
- 10/1/2015
- Business Incorporated:
- 10/1/2015
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Fraser Allport, Owner
Additional Contact Information
- Principal Contacts
- Fraser Allport, Owner
- Customer Contacts
- Fraser Allport, Owner
- Additional Phone Numbers
- Other Phone: (386) 256-7300
- Additional Email Addresses
- Sales: Email this Business
- Additional Websites
- Website 1
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
- Florida Office of Financial Regulation
200 E Gaines St
Tallahassee FL 32399
Phone Number: (850) 410-9805
https://www.flofr.com/sitePages/VerifyALicense.htm - Business Categories
- Retirement Planning Services, Financial Planning Consultants, Estate Planning and Management, Annuities, Fiduciary
More Resources
Featured Content
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