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Business Profile

Life Insurance

American Retirement Specialists LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(352) 460-4390Email BusinessWrite a Review

About

Overview

American Retirement Specialists LLC

1300 Citizens Blvd # 325

Leesburg, FL 34748-3965

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

American Retirement Specialists LLC is BBB Accredited.

BBB accredited business seal

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

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About This Business

American Retirement Specialists provides financial planning services, including retirement strategies, tax-efficient planning, Medicare guidance, and estate planning. The company assists clients with personalized wealth management through tailored investment and tax strategies.

BBB Accredited Since: 1/11/2022

Years in Business: 5

Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
12/14/2021
Business Started:
8/12/2020
Business Incorporated:
3/12/2020
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Heather Franklin, Owner
Andrew Vassos, Manager

Additional Contact Information

Principal Contacts
Heather Franklin, Owner
Customer Contacts
Heather Franklin, Owner
Andrew Vassos, Manager
Additional Phone Numbers
Other Phone: (855) 376-7233
Additional Email Addresses
Primary: Email this Business
Social Media

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
Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
Business Categories
Life Insurance, Financial Services, Medicare, Wealth Management

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