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Business Profile

Financial Planning Consultants

Safe Harbor Retirement Group, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(614) 760-0670Email BusinessWrite a Review

About

Overview

Safe Harbor Retirement Group, LLC

6099 Frantz Rd

Dublin, OH 43017-1302

Get DirectionsView Service Area
See Hours
Operating Hours
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only

Find a Location

Safe Harbor Retirement Group, LLC has 4 locations, listed below.

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    BBB Accreditation & Rating

    Safe Harbor Retirement Group, LLC is BBB Accredited.

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

    More InformationWhy choose a BBB Accredited Business?

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    About This Business

    Retirement Planning

    - IRA/401(k) Rollovers

    - Asset Protection

    - Social Security Income Analysis

    - Lifetime Income Planning

    - Wealth Management

    - Long-Term Care Solutions

    - Estate and Legal Planning

    - Wealth Transfer Strategies

    - Income Planning

    - Tax Services

    BBB Accredited Since: 4/22/2003

    Years in Business: 27

    Products and Services

    retirement planning

    - IRA/401(k) Rollovers
    - Asset Protection
    - Social Security Income Analysis
    - Lifetime Income Planning
    - Wealth Management
    - Long-Term Care Solutions
    - Estate and Legal Planning
    - Wealth Transfer Strategies
    - Income Planning
    - Tax Services

    Business Details

    Local BBB:
    BBB of Central Ohio
    BBB File Opened:
    4/18/2003
    Business Started:
    1/1/1999
    Business Incorporated:
    9/19/2003
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Safe Harbor Financial Group, LLC
    Safe Harbor Wealth Advisors, LLC
    Safe Harbor Health, LLC
    Safe Harbor Wealth Management, LLC
    Safe Harbor Retirement Group of Ohio, LLC
    Business Management:
    Mr. Gary Sickles, Founder/CEO
    Mr. Cory J Sickles, President

    Additional Contact Information

    Principal Contacts
    Mr. Gary Sickles, Founder/CEO
    Customer Contacts
    Mr. Cory J Sickles, President
    Fax numbers
    Primary Fax: (614) 760-0675
    Additional Email Addresses
    Primary: Email this Business
    Complaint: Email this Business
    Customer Service: Email this Business
    Social Media

    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.

    Additional Information

    Payment methods
    • Debit Card
    • Credit Card
    N/A
    Refund and Exchange Policy
    N/A
    Other Resources
    Ohio Department of Insurance
    50 W. Town St. Third Floor - Suite 300
    Columbus OH 43215
    Phone Number: 800-686-1526
    http://www.insurance.ohio.gov
    Business Categories
    Financial Planning Consultants, Tax Return Preparation, Financial Services, Life Insurance, Retirement Planning Services, Investment Management, Estate Planning and Management, Medicare Supplements, Medicare, Long Term Care Insurance, Annuities, Social Security Services, Senior Insurance, Medicare Advantages, Wealth Management

    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.