Retirement Planning Services
Retirement & Investment Solutions, LLC
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Overview
BBB Accredited Since: 2/8/2018
Years in Business: 7
Payment methods:
Client choice of fee based or commission based payments.
BBB Accreditation & Rating
About This Business
Products and Services
Full Service Investment Management
Business Retirement Plans and Planning
Tax Reduction Services and Long Term Tax Planning
Life Insurance
Retirement Income Planning
Tax-Free Income Planning
Fixed Income Annuities
Photos and Videos
Business Details
- BBB File Opened:
- 1/17/2018
- Business Started:
- 4/7/2017
- Business Incorporated:
- 3/1/2017
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Tax-Reduction.Solutions
- Redwood Tax Specialists
- Oakwood Summit, LLC
- Business Management:
- Mr. Larry R. Blades, Managing Member
- Number of Employees:
- 1
Additional Contact Information
- Principal Contacts
- Mr. Larry R. Blades, Managing Member
- Customer Contacts
- Mr. Larry R. Blades, Managing Member
- Additional Email Addresses
- Primary:
- Additional Websites
- Website 1
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.
Investments - Series 63 & 65 Licenses, Fiduciary
Insurance - Life, Health, LTC, Property & Causality Licenses
Tax Reduction - Investment Advisor Representative & Registered Investment Advisor
Additional Information
- Referral Assistance
- New Mexico Office of Superintendent of Insurance
1120 Paseo De Peralta, 4th Floor
Santa Fe NM 87501
Phone Number: 855-427-5674
Fax Number: 505-827-4734
http://www.osi.state.nm.us/
[email protected]
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