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Business Profile

Estate Planning and Management

The Estate Planners Group LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Estate Planning and Management.

About

Business Details

BBB File Opened:
9/9/2009
Business Started:
1/23/2002
Business Started Locally:
5/1/2006
Business Incorporated:
1/23/2002
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. David Loesser, President
Ms. Janet Kifolo, Office Manager
Mr. Jeff Loesser, Administrative Manager

Additional Contact Information

Principal Contacts
Mr. David Loesser, President
Customer Contacts
Mr. David Loesser, President
Fax numbers
Other Fax: (215) 321-4405
Additional Phone Numbers
Other Phone: (239) 301-3891

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 467479 for this business, issued by Insurance Department-PA

Insurance Department-PA

1321 Strawberry Square, 13th FL

Harrisburg PA 17120

(717) 787-2317

Fax: (717) 7878585

Website

BBB records show a license number of CRD# 124418 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal

U.S. Securities and Exchange Commission (SEC)-Federal

100 F Street NE

Washington DC 20549-0213

(202) 551-6551

Fax: (202) 7729295

Website

BBB records show a license number of CRD# 3177524 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal

U.S. Securities and Exchange Commission (SEC)-Federal

100 F Street NE

Washington DC 20549-0213

(202) 551-6551

Fax: (202) 7729295

Website

Additional Information

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