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Business Profile

Retirement Planning Services

Spectrum Financial Group, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(610) 935-7645Email BusinessWrite a Review

About

Overview

Spectrum Financial Group, Inc.

480 E Swedesford Rd Ste 100

Wayne, PA 19087-1859

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BBB Accreditation & Rating

Spectrum Financial Group, Inc. 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 Income Planning

BBB Accredited Since: 8/20/2020

Years in Business: 29

Products and Services

Certified Financial Advisor, Employee Benefits Programs, Estate Planning, Investment Management, Medicare Supplement Plans, Retirement Planning, Rollover IRA, Social Security Maximization, Tax Planning

Business Details

Local BBB:
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
BBB File Opened:
3/4/2020
Business Started:
12/30/1996
Business Incorporated:
12/30/1996
Type of Entity:
Corporation
Alternate Names:
Main Line Adult Financial Education
Business Management:
Mr. Don Avgerinos, CEP, CBC, RICP, CFS, President

Additional Contact Information

Principal Contacts
Mr. Don Avgerinos, CEP, CBC, RICP, CFS, President
Customer Contacts
Mr. Don Avgerinos, CEP, CBC, RICP, CFS, President
Additional Email Addresses
Primary: Email this Business
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 403659 for this business, issued by Insurance Department, Bureau of Consumer & Producers Services-PA. The expiration date of this license is 11/30/2026.

Insurance Department, Bureau of Consumer & Producers Services-PA

1326 Strawberry Square, 13th Floor

Harrisburg PA 17120

717-7872317

Fax: (717) 7878585

Website

BBB records show a license number of CRD# 4267162 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

202-5516551

Fax: (202) 7729295

Website

BBB records show a license number of 57894 for this business, issued by Insurance Department-PA

Insurance Department-PA

1321 Strawberry Square, 13th FL

Harrisburg PA 17120

717-7872317

Fax: (717) 7878585

Website

Additional Information

Business Categories
Retirement Planning Services, Financial Planning Consultants, Life Insurance, Investment Advisory Services, Investment Management, Estate Planning and Management, Investment Security, Investment Seminars, Fee Only Financial Advisor

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