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Business Profile

Financial Planning Consultants

Financial Planning Alternatives

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(508) 636-6521

About

Important information

Overview

Financial Planning Alternatives

519 American Legion Hwy Ste 3

Westport, MA 02790-4100

Get DirectionsView Service Area

Years in Business: 47

BBB Accreditation & Rating

Financial Planning Alternatives is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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About This Business

Financial Planning Alternatives, also known as Carlos Costa, CLU, ChFC provides the following services: taxes, financial planning, investment counseling, estate planning (with the help of an attorney), life insurance, mutual funds, bonds, health and disability insurance, IRA's, annuities and retirement counseling. The firm was established in Massachusetts in 1978. Mr. Carlos A. Costa, CLU, ChFC is the Owner of the firm, and any questions or problems should be directed to his attention. Mr. Costa holds Massachusetts Division of Insurance Broker License #17729 and Fidelity Equity Service Corporation #18256.

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
5/25/1993
Business Started:
1/1/1978
Type of Entity:
Sole Proprietorship
Alternate Names:
Carlos A. Costa, CLU, ChFC
Business Management:
Ms. Monisha Potter, Owner/Broker
Ms. Leasha Batta, Manager of Client Relations
Number of Employees:
2

Additional Contact Information

Principal Contacts
Ms. Monisha Potter, Owner/Broker
Ms. Leasha Batta, Manager of Client Relations
Customer Contacts
Ms. Monisha Potter, Owner/Broker
Ms. Leasha Batta, Manager of Client Relations
Fax numbers
Primary Fax: (508) 636-6524
Additional Websites
Website 1

Additional Information

Business Categories
Financial Planning Consultants

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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