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Business Profile

Financial Services

Retirement Prosperity Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(267) 405-6166Write a Review

About

Overview

Retirement Prosperity Group

580 Virginia Dr Ste 310

Fort Washington, PA 19034-2715

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Find a Location

Retirement Prosperity Group has 2 locations, listed below.

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    BBB Accreditation & Rating

    Retirement Prosperity Group 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

    Retirement Planning, Retirement Income Strategies, Cash
    Balance Plans, Asset Protection, Annuities, Life Insurance, IRA & 401(K)
    Rollovers, Tax-Efficient Strategies, Long-Term Care Strategies, IRA Legacy
    Planning

    BBB Accredited Since: 12/7/2015

    Years in Business: 13

    Products and Services

    Cash Flow Analysis, Guaranteed Income, Legacy Planning, Life Insurance, Long-Term Care Strategies, Retirement Planning, Risk Mitigation, Social Security Strategies, Tax Efficiency, Wealth Management, Wealth Preservation

    Business Details

    Local BBB:
    BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
    BBB File Opened:
    7/21/2015
    Business Started:
    1/1/2013
    Business Incorporated:
    1/1/2014
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Cynergize Us, LLC
    Business Management:
    Mrs. Lisa Barram, President
    Mr. Daniel Barram, Vice President

    Additional Contact Information

    Principal Contacts
    Mrs. Lisa Barram, President
    Customer Contacts
    Mrs. Lisa Barram, President
    Fax numbers
    Primary Fax: (267) 405-6166
    Additional Phone Numbers
    Other Phone: (855) 723-3006
    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 710876 for this business, issued by Insurance Department-PA. The expiration date of this license is 6/30/2027.

    Insurance Department-PA

    1321 Strawberry Square, 13th FL

    Harrisburg PA 17120

    717-7872317

    Fax: (717) 7878585

    Website

    BBB records show a license number of 698623 for this business, issued by Insurance Department-PA. The expiration date of this license is 1/31/2027.

    Insurance Department-PA

    1321 Strawberry Square, 13th FL

    Harrisburg PA 17120

    717-7872317

    Fax: (717) 7878585

    Website

    Additional Information

    Business Categories
    Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Estate Planning and Management, Medicare, Long Term Care Insurance, Social Security Services, Investment Seminars, Wealth Building Seminars, Wealth Management, Financial Advisor Support Pension Portfolio Management

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