Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

Select a Language

Share
Business Profile

Investment Security

Planned Investment Company, Inc.

About

About This Business

Planned Investment Co., Inc. provides financial services, including retirement planning, life insurance, and investment advisory services. The company assists clients with strategies for debt management and retirement savings.

BBB Accredited Since: 11/19/1965

Years in Business: 68

Products and Services

401(k), Annuity, Group Health, Individual Health, Life Insurance, Long-Term Care Insurance

Business Details

BBB File Opened:
3/24/2008
Business Started:
1/19/1958
Business Incorporated:
9/26/1969
Type of Entity:
Corporation
Business Management:
Mr. Donald Steel, CEO
Ms. Cheri Harris, Chief Accountant
Mr. Eric Steel, Vice President

Additional Contact Information

Principal Contacts
Mr. Donald Steel, CEO
Mr. Eric Steel, Vice President
Customer Contacts
Ms. Cheri Harris, Chief Accountant
Fax numbers
Primary Fax: (317) 575-0480
Additional Phone Numbers
Other Phone: (800) 735-0368

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

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.