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Business Profile

Retirement Planning Services

Federal Retirement Solutions, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 948-0039Email BusinessWrite a Review

About

Overview

Federal Retirement Solutions, LLC

550 Cochituate Road, Suite 25

East Wing, Floor 4

Framingham, MA 01701-4683

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BBB Accreditation & Rating

Federal Retirement Solutions, 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

Federal Retirement Solutions, LLC provides retirement planning services, including conservative investment strategies aimed at minimizing the risks of adverse market conditions. The company assists clients by creating personalized strategies tailored to their retirement goals. Federal Retirement Solutions focuses on working with clients who are retired or nearing retirement to alleviate concerns about financial longevity. They offer insurance and investment advisory products through partnerships, with a focus on protection and income strategies. Annuities and insurance products offered may vary in terms of fees and charges.

BBB Accredited Since: 3/8/2016

Years in Business: 13

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Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
7/17/2014
Business Started:
6/24/2013
Business Incorporated:
9/5/2013
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Craig Shepard, President
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. Craig Shepard, President
Customer Contacts
Mr. Craig Shepard, President
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

Other Resources
Massachusetts Division of Insurance
One Federal Street Suite 700
Boston MA 02110
Phone Number: 617-521-7794; 877-563-4467
https://www.mass.gov/orgs/division-of-insurance
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
https://www.sec.state.ma.us/divisions/securities/securities.htm
[email protected]
Business Categories
Retirement Planning Services, Insurance Companies, Financial Planning Consultants, Insurance Services Office, Life Insurance, Investment Management, Insurance Consultant

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