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Business Profile

Investment Advisory Services

Premier Financial Resources, Inc.
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BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 276-4999Email BusinessWrite a Review

About

Overview

Premier Financial Resources, Inc.

Lady Lake, FL 32158-1370

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BBB Accreditation & Rating

Premier Financial Resources, Inc. is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Premier Financial Resources, Inc. provides financial planning services, including retirement planning, income planning, and legacy planning. The company assists clients with reviewing wills, estate plans, trusts, taxes, and insurance as part of their retirement planning process.

BBB Accredited Since: 5/2/2019

Years in Business: 30

Products and Services

Generational Vault, Income Planning, Legacy Planning, Retirement Planning, Social Security Maximization

Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
11/3/2016
Business Started:
1/9/1996
Business Started Locally:
3/29/2019
Business Incorporated:
1/9/1996
Type of Entity:
Corporation
Business Management:
Jack Howard Owens, Director
Glenn P. Lattz, Founder

Additional Contact Information

Principal Contacts
Jack Howard Owens, Director
Glenn P. Lattz, Founder
Customer Contacts
Glenn P. Lattz, Founder
Additional Phone Numbers
Other Phone: (813) 354-2735
Additional Email Addresses
Primary: Email this Business
Additional Websites
gpswp.com/premiersfinanci...

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
Investment Advisory Services, Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management, Annuities, Viatical Settlement

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