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Business Profile

Financial Planning Consultants

Preservation Specialists, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(803) 798-1988Write a Review

About

Overview

Preservation Specialists, LLC

700 Saturn Pkwy

Columbia, SC 29212-2263

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Operating Hours
8:00 AM - 5:00 AM
8:00 AM - 5:00 AM
8:00 AM - 5:00 AM
8:00 AM - 5:00 AM
8:00 AM - 5:00 AM

BBB Accreditation & Rating

Preservation Specialists, LLC 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

Preservation Specialists, LLC provides financial planning services, including retirement strategies using investment and insurance products. The company assists clients with evaluating financial situations and developing custom retirement plans.

BBB Accredited Since: 1/10/2005

Years in Business: 23

Products and Services

Annuity Services, Financial Planning, Insurance Products, Investment Products, Retirement Strategies

Photos and Videos

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Business Details

Local BBB:
BBB Serving Central South Carolina & Charleston
BBB File Opened:
1/10/2005
Business Started:
3/20/2003
Business Incorporated:
10/14/2004
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Pat Strubbe, Owner
Number of Employees:
10

Additional Contact Information

Principal Contacts
Mr. Pat Strubbe, Owner
Customer Contacts
Mr. Pat Strubbe, Owner
Ms. Margo Pendlebury, Office Manager
Fax numbers
Primary Fax: (803) 233-3221
Social Media

Additional Information

Refund and Exchange Policy
All planning fees are satisfaction guaranteed for 1 year.
Business Categories
Financial Planning Consultants, Tax Consultant, Retirement Planning Services, Investment Advisory Services

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