About
Overview
BBB Accredited Since: 1/6/1925
Years in Business: 26
Payment methods:
- Credit Card
- Debit Card
N/A
BBB Accreditation & Rating
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
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 Dayton and Miami Valley
- BBB File Opened:
- 1/6/1925
- Business Started:
- 1/1/1999
- Business Started Locally:
- 2/18/1992
- Business Incorporated:
- 9/19/2003
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Joey Williams
Additional Contact Information
- Principal Contacts
- Mr. Joey Williams
- Customer Contacts
- Mr. Joey Williams
- Fax numbers
- Primary Fax: (937) 285-5368
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
- Refund and Exchange Policy
- N/A
- Other Resources
- Department of Financial Institutions
77 S High St 21ST Fl
Columbus OH 43215
Phone Number: (614) 728-8400
www.com.state.oh.us/ODOC/dfi/ - Division of Securities
77 S High St 22nd Fl
Columbus OH 43215
Phone Number: (614) 644-7381
www.securities.state.oh.us/ - National Nationwide Multistate Licensing System & Registry
- Securities and Exchange Commission (SEC)
450 Fifth Street, N.W.
Washington DC 20549
Phone Number: (202) 942-7040 - 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
More Resources
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