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Business Profile

Estate Planning and Management

Demaree Retirement Services
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(317) 805-4716Write a Review

About

Overview

Demaree Retirement Services

9465 Counselors Row Ste 200

Indianapolis, IN 46240-3817

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BBB Accreditation & Rating

Demaree Retirement Services 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

Demaree Retirement Services provides financial planning services, including income planning, legacy planning, and long-term care planning. The company assists clients with analyzing current and future goals to determine financial paths for retirement.

BBB Accredited Since: 10/20/2002

Years in Business: 39

Products and Services

Income Planning, Legacy Planning, Long-Term Care, Social Security Analysis, Tax Traps Analysis

Business Details

Local BBB:
BBB Serving Central Indiana
BBB File Opened:
4/24/2008
Business Started:
9/1/1986
Business Incorporated:
3/14/2013
Type of Entity:
Corporation
Business Management:
Mr. Bill Demaree, Owner

Additional Contact Information

Principal Contacts
Mr. Bill Demaree, Owner
Customer Contacts
Mr. Bill Demaree, Owner
Additional Phone Numbers
Other Phone: (800) 225-2491
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

Business Categories
Estate Planning and Management, Tax Consultant, Financial Planning Consultants, Retirement Planning Services

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