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Business Profile

Retirement Planning Services

Lifeguard Financial

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

About This Business

Lifeguard Financial provides investment counseling, retirement planning, tax strategies, estate and long term care planning.

Photos and Videos

Business Details

BBB File Opened:
4/24/2008
Business Started:
1/3/1985
Business Started Locally:
2/3/2007
Business Incorporated:
1/3/1989
Type of Entity:
Corporation
Alternate Names:
Lifeguard Financial, Inc.
Business Management:
(Headquarters Contact): Mr. Anthony T. Newman, President
(Headquarters Contact): Mr. Stephen Christopher, Vice President

Additional Contact Information

Principal Contacts
Mr. Anthony T. Newman, President
(Headquarters Contact): Mr. Anthony T. Newman, President
Customer Contacts
Mr. Anthony T. Newman, President
Ms. Deborah Hurley, Executive Assistant
(Headquarters Contact): Mr. Anthony T. Newman, President
Fax numbers
Primary Fax: (440) 942-1969
Additional Email Addresses
Primary, (Headquarters Email Address): 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.

BBB records show a license number of ODI 1665 / NPN 2425562 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2026.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

(614) 644-2658

Fax: (614) 6443743

Website

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