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Business Profile

Retirement Planning Services

Carolina Retirement Planners, LLC

About

About This Business

BBB Accredited Since: 1/16/2003

Years in Business: 30

Products and Services

Annuities, Healthcare Planning, Income Planning, Insurance Products, Investment Planning, Legacy Planning, Retirement Planning, Tax-Efficient Strategies, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
1/16/2003
Business Started:
1/1/1996
Business Started Locally:
1/1/1996
Business Incorporated:
1/9/1996
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Carolina Estate Planners LLC
Rogo Mgt Inc
Retire ILM
Business Management:
Mr. David Shucavage, Member

Additional Contact Information

Principal Contacts
Mr. David Shucavage, Member
Customer Contacts
Mr. David Shucavage, Member
Ms. Amy Dresky, Director of Marketing
Mrs. Sam Shucavage, Partner
Fax numbers
Primary Fax: (910) 815-3102
Other Fax: (910) 794-3356

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 5743382 for this business, issued by National Association of Insurance Commissioners. The expiration date of this license is 5/31/2026.

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

BBB records show a license number of 16247044 for this business, issued by National Association of Insurance Commissioners. The expiration date of this license is 6/30/2027.

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

BBB records show a license number of 20722487 for this business, issued by National Association of Insurance Commissioners

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

BBB records show a license number of 20590470 for this business, issued by National Association of Insurance Commissioners

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

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