Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Retirement Planning Services

Beard Pension Services, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(330) 758-0575Write a Review

About

Overview

Beard Pension Services, Inc.

3701 Boardman Canfield Rd

Ste 1

Canfield, OH 44406-8016

Get DirectionsView Service Area

Find a Location

Beard Pension Services, Inc. has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accreditation & Rating

    Beard Pension Services, Inc. is BBB Accredited.

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

    Why choose a BBB Accredited Business?

    Join Trusted Businesses

    Become BBB Accredited

    About This Business

    Beard Pension Services provides financial services, including employer retirement plan design and administration, investment management, and personal financial planning. The company assists clients with retirement plans, investment strategies, and comprehensive financial planning.

    BBB Accredited Since: 10/22/2015

    Years in Business: 41

    Products and Services

    Employer Retirement Plans, Investment Planning, Plan Administration, Plan Investments, Wealth Management

    Business Details

    Local BBB:
    BBB of Mahoning Valley
    BBB File Opened:
    3/21/2006
    Business Started:
    1/1/1985
    Business Started Locally:
    1/1/1985
    Business Incorporated:
    2/7/1994
    Type of Entity:
    Corporation
    Business Management:
    Mr. Robert Smallwood, Treasurer
    Mr. James Rafoth, President
    Mr. Bradley Walker, Vice President

    Additional Contact Information

    Principal Contacts
    Mr. James Rafoth, President
    Customer Contacts
    Mr. William Brian Berlin, Secretary
    Social Media

    Additional Information

    Business Categories
    Retirement Planning Services, Financial Planning Consultants, Pension and Profit Sharing Plans

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    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.