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Business Profile

Financial Planning Consultants

Conservative Financial Solutions
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(513) 367-1113Email BusinessWrite a Review

About

Important information

  • Additional Info:
    This company also operates under the name Siefferman Insurance Agency.

Overview

Conservative Financial Solutions

10403 Harrison Ave Ste 100

Harrison, OH 45030-2180

View Service Area
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

Find a Location

Conservative Financial Solutions has 3 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.

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    BBB Accreditation & Rating

    Conservative Financial Solutions is BBB Accredited.

    BBB accredited business seal

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

    Why choose a BBB Accredited Business?

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    About This Business

    Conservative Financial Solutions in Harrison, OH offers:

    Retirement Income Strategies
    Wealth Management
    Annuities
    Life Insurance
    Tax-Efficient Strategies
    Long-Term Care
    IRA & 401(k) Rollovers

    BBB Accredited Since: 10/31/2001

    Years in Business: 101

    Products and Services

    Tax toolkit, Retirement readiness checklist challenge, Financial Advice, Investment Advisory, Retirement Planning, Tax Guidance, Wealth Management

    Business Details

    Local BBB:
    BBB Cincinnati
    BBB File Opened:
    3/29/1994
    Business Started:
    1/1/1925
    Business Incorporated:
    10/27/2005
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Siefferman Insurance Agency, Inc.
    Business Management:
    Mr. Roger L. Ford, Founder/CEO

    Additional Contact Information

    Principal Contacts
    Mr. Roger L. Ford, Founder/CEO
    Customer Contacts
    Mr. Roger L. Ford, Founder/CEO
    Fax numbers
    Primary Fax: (513) 367-1142
    Additional Phone Numbers
    Other Phone: (800) 368-9449
    Other Phone: (513) 367-9333
    Additional Email Addresses
    Primary: 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.

    BBB records show a license number of CRD #1537481 for this business, issued by FINRA

    FINRA

    1735 K Street, NW

    Washington DC 20006

    301-5906500Website

    Additional Information

    Other Resources
    BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

    Kentucky Dept of Financial Institutions
    500 Mero street
    Frankfort KY 40601
    Phone Number: 502-573-3390
    http://www.kfi.ky.gov/
    Kentucky Division of Securities
    1025 Capital Center Drive
    Frankfort KY 40601
    Phone Number: 502-573-3390
    Fax Number: 502-573-2182
    http://www.kfi.ky.gov/securities/
    [email protected]
    Ohio Division of Securities
    77 S High Street, 22nd Floor
    Columbus OH 43266
    Phone Number: 614-644-7381
    Fax Number: 614-466-3316
    http://www.com.ohio.gov/secu/
    Business Categories
    Financial Planning Consultants, Investment Security

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