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Business Profile

Financial Planning Consultants

Coleman Retirement Solutions
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(937) 335-9785Write a Review

About

Overview

Coleman Retirement Solutions

45 Robin Hood Ln

Troy, OH 45373-1526

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BBB Accreditation & Rating

Coleman Retirement Solutions is BBB Accredited.

BBB accredited business seal

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

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About This Business

Coleman Retirement Solutions provides retirement income planning services, including financial analysis and strategy development. The company assists clients with examining current financial situations and determining retirement requirements.

BBB Accredited Since: 5/16/2005

Years in Business: 37

Products and Services

Annuities, Financial Services, Insurance Products, Life Insurance, Retirement Income Planning

Business Details

Local BBB:
BBB of Dayton and Miami Valley
BBB File Opened:
5/11/2005
Business Started:
9/1/1988
Business Started Locally:
3/1/2002
Business Incorporated:
9/1/1988
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Senior Planning, LLC
Senior Planning Services
Business Management:
Ms. Elaine S. Coleman, President

Additional Contact Information

Principal Contacts
Ms. Elaine S. Coleman, President
Customer Contacts
Ms. Elaine S. Coleman, President
Fax numbers
Primary Fax: (937) 552-9249
Additional Phone Numbers
Other Phone: (888) 387-0096
Other Phone: (937) 339-0096
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 2389 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 4/30/2028.

Ohio Department of Insurance

50 W Town St, Ste 300

Columbus OH 43215

800-6861526Website

Additional Information

Other Resources
Financial Industry Regulatory Authority
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
Ohio Department of Insurance
50 W Town St, Ste 300
Columbus OH 43215
Phone Number: (800) 686-1526
https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch
Business Categories
Financial Planning Consultants, Insurance Services Office, Retirement Planning Services, Estate Planning and Management, Senior Services, Medicare Supplements, Long Term Care Insurance

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