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Business Profile

Financial Consultants

Bear Market Financial Services, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(763) 496-1254Write a Review

About

Overview

Bear Market Financial Services, LLC

2 Carlson Pkwy N Ste 220

Plymouth, MN 55447-4485

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BBB Accreditation & Rating

Bear Market Financial Services, 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

According to the information provided by Bear Market Financial Services this company offers Retirement services

BBB Accredited Since: 6/27/2022

Years in Business: 4

Products and Services

401(k) Rollovers, Annuities, Legacy Planning, Life Insurance, Long-Term Care, Preservation Strategies, Retirement Strategies, Wealth Management

Business Details

Local BBB:
BBB of Minnesota and North Dakota
BBB File Opened:
3/3/2022
Business Started:
1/4/2022
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Curtis James, Owner

Additional Contact Information

Principal Contacts
Curtis James, Owner
Customer Contacts
Curtis James, Owner
Additional Email Addresses
Complaint: Email this Business
Inquiry: Email this Business
Customer Service: Email this Business

Additional Information

Other Resources
Minnesota Department of Commerce
85 7th Pl E Ste 500
Saint Paul MN 55101
Phone Number: (651) 539-1500
http://www.commerce.state.mn.us
[email protected]
Business Categories
Financial Consultants, Retirement Planning Services, Wealth Management

Latest Reviews

  • Doren Y

    "Curtis and his staff are exceptional to work with! Curtis provided an overview of my retirement options and moved my retirement account to a Annuity product that will generate better income for my retirement." ... Read full review

  • Gordy A

    "My Husband and I met Curtis at a Retirement Planning Lunch and Learn that he was hosting. Our experience with him and his Team has been all that he promised." ... Read full review

  • Lynn W

    "Bear Market’s Team has given me the peace of mind I needed as I moved into this next chapter! It is a true partnership – they took the time to understand my unique situation, were very patient in explaining my various options and let me determine the right path with no pressure." ... Read full review

View all Reviews

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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.