Estate Planning and Management
The Estate Planners Group LLCFind 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
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
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
Additional Information
- Business Categories
- Estate Planning and Management, Investment Advisory Services
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