About
Overview
BBB Accredited Since: 6/1/2020
Years in Business: 55
BBB Accreditation & Rating
About This Business
Our Mission is to Help Our Clients Plan a Financial Future That Includes Safety of Principal, Minimize Taxes, and Efficient Transfer of Assets to Their Heirs
Products and Services
Whatever is required to complete the Financial or Estate Plan to give families that piece -of -mind going forward.
Everyone is different> Some needs very little adjustments and others need more.
We will point out what areas we feel needs to be fixed and if they choose us > what to expect the time & costs will be!
Business Details
- Local BBB:
- BBB of Eastern Carolinas
- BBB File Opened:
- 5/29/2020
- Business Started:
- 1/1/1970
- Business Started Locally:
- 1/1/1996
- Type of Entity:
- Sole Proprietorship
- Business Management:
- Mrs. Karen Kidd, Co-Owner
Additional Contact Information
- Principal Contacts
- Mr. Edwin Kidd, Co-Owner
- Customer Contacts
- Mr. Edwin Kidd, Co-Owner
- Mrs. Karen Kidd, Co-Owner
- Additional Email Addresses
- Primary: Email this Business
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 490551 for this business, issued by South Carolina Department of Insurance
South Carolina Department of Insurance
1201 Main St Ste 1000
Columbia SC 29201
Licensed in SC.>.NC>.MI>Wv. for Life & Health
Additional Information
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