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Business Profile

Financial Planning Consultants

Top Rank Advisors, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(919) 300-5870Write a Review

About

Important information

  • Additional Info:
    According to the business, they are a "financial firm specializing in Federal Employee Benefits, Tax & Social Security Planning."

    Formerly Polimeni Financial Group, based in Florida, where they were accredited.

Overview

Top Rank Advisors, LLC

3733 National Dr STE 123

Raleigh, NC 27612-4845

Get DirectionsView Service Area

BBB Accreditation & Rating

Top Rank Advisors, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Top Rank Advisors provides financial planning services, including federal benefits planning, tax planning, wealth management, and estate planning. The company assists clients with creating customized financial plans through one-on-one collaboration.

BBB Accredited Since: 5/9/2019

Years in Business: 13

Products and Services

Estate Planning, Federal Benefits Planning, Life Insurance, Social Security Planning, Tax Planning, Traditional & Roth IRAs, TSP/401(k) Roll Overs, Wealth Management

Business Details

Local BBB:
BBB of Eastern Carolinas
BBB File Opened:
5/3/2019
Business Started:
1/1/2013
Business Started Locally:
4/1/2018
Business Incorporated:
12/14/2018
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Accel Planning, LLC

Additional Contact Information

Principal Contacts
Mr. Ryan Polimeni, Member Manager
Customer Contacts
Mr. Ryan Polimeni, Member Manager
Additional Phone Numbers
Other Phone: (860) 867-7057

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 15657582 for this business, issued by National Association of Insurance Commissioners. The expiration date of this license is 4/30/2027.

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

816-7838500Website

Additional Information

Business Categories
Financial Planning Consultants, Life Insurance, Estate Planning and Management, Wealth Management

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