College Savings Plans
Succeed Where It CountsAbout
About This Business
Years in Business: 20
Business Details
- BBB File Opened:
- 5/7/2012
- Business Started:
- 1/1/2005
- Business Started Locally:
- 1/1/2005
- Type of Entity:
- Sole Proprietorship
- Alternate Names:
- John George Gately
- Business Management:
- Mr. George Gately, Owner
- Number of Employees:
- 1
Additional Contact Information
- Principal Contacts
- Mr. George Gately, Owner
- Customer Contacts
- Mr. George Gately, Owner
- Additional Websites
- succeedwhereitcounts.com/
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.
BBB records show a license number of CRD #5448559 for this business, issued by Certified Financial Planner Board of Standards, NC
Certified Financial Planner Board of Standards, NC
1425 K St NW Ste 500
Washington DC 20005
BBB records show a license number of 8296704 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
Additional Information
- Business Categories
- College Savings Plans, Financial Services, Life Insurance, Retirement Planning Services, Annuities, Mutual Funds
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