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Business Profile

Financial Services

Skotynsky Financial Group, LLC

About

About This Business

Skotynsky Financial Group, LLC provides wealth management and financial planning services, including retirement planning, investment solutions, and education planning. The company assists clients with corporate retirement plan consulting, estate and charitable giving strategies, and longevity planning.

BBB Accredited Since: 2/8/2006

Years in Business: 20

Products and Services

* Wealth Management Solutions * Goal Planning & Monitoring (GPM)
* Trust Services & Administration
* Life Insurance, Term & Long-Term Care
* Corporate & Small Business Services
* Social Security Maximization Strategies
* Key Referral Resources
* Retirement Planning
* 401(K) Rollovers
* Stocks/Bonds/CDs/Mutual Funds
* Annuity/Insurance Policy Reviews
* Payment Services
* Educational Planning, UTMAs, Coverdell/529 Plans
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Skotynsky Financial Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Skotynsky Financial Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Business Details

BBB File Opened:
1/20/2006
Business Started:
1/1/2006
Business Incorporated:
2/10/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Matt Skotynsky, President
Number of Employees:
9

Additional Contact Information

Principal Contacts
Mr. Matt Skotynsky, President
Customer Contacts
Mr. Mitchel Skotynsky, Financial Advisor
Mr. Matt Skotynsky, President
Mrs. Lindsay Buker, Financial Advisor
Fax numbers
Primary Fax: (419) 873-1443
Social Media
Facebook

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.

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