Financial Planning Consultants
Specialized Consumer StrategiesSee Hours
| Monday | 10:00 AM - 7:00 PM |
|---|---|
| Tuesday | 10:00 AM - 7:00 PM |
| Wednesday | 10:00 AM - 7:00 PM |
| Thursday | 10:00 AM - 7:00 PM |
| Friday | 10:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
- Additional Info:Lisa & Lance Palmer are known to the BBB from another company, Lower Interest Rate Consulting.
About This Business
Products and Services
At Specialized Consumer Strategies (SCS), we prioritize our clients’ needs above all else. Our tailored approach means that we listen intently to your financial situation, help you establish a feasible budget, and advise on the most suitable options with your best interests in mind. We strive to ensure you maximize your savings and expedite your journey towards becoming debt-free. The process involves setting clear, attainable financial goals, creating a realistic action plan, and providing ongoing support to ensure the client stays on track. From managing debt and building an emergency fund to planning for retirement, a financial coach can assist with a variety of financial challenges.
Business Details
- Local BBB:
- BBB Serving Central Florida
- BBB File Opened:
- 9/21/2012
- Business Started:
- 4/17/2007
- Business Started Locally:
- 12/17/2007
- Business Incorporated:
- 12/17/2007
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- SCS Financial Solutions
- Sunshine Consulting Services
- Sunshine Consultation Services, LLC
- Business Management:
- Heather Palmer, Manager
- Lisa Palmer, Manager
Additional Contact Information
- Principal Contacts
- Lance Palmer, Owner
- Heather Palmer, Manager
- Lisa Palmer, Manager
- Customer Contacts
- Lance Palmer, Owner
- Heather Palmer, Manager
- Fax numbers
- Other Fax: (407) 830-4002
- Additional Email Addresses
- Primary: 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
- Refund and Exchange Policy
We usually do not have a refund policy due to our services are provided prior to our charge for our services come into play but in the event something were to happen or did not go as plan, no fault to either party we would be willing to discuss.
They are making changes on their website about refund policy.
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