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Business Profile

Estate Planning and Management

Estate Planning Enterprises, LLC.

About

About This Business

Estate Planning Enterprises provides retirement financial planning services, including strategies for asset growth, wealth transfer, and Social Security analysis. The company assists clients with personalized guidance on securing financial futures and preserving legacies.

BBB Accredited Since: 10/27/2005

Years in Business: 45

Photos and Videos

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Business Details

BBB File Opened:
10/9/1998
Business Started:
1/1/1981
Business Started Locally:
1/1/1981
Business Incorporated:
5/29/1997
Type of Entity:
Limited Liability Company (LLC)

Additional Contact Information

Customer Contacts
Mrs. Melody Holloway, Office Administrator
Fax numbers
Primary Fax: (615) 822-2752
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.

Additional Information

Latest Reviews

  • Judy W

    "In 2010, I fell for a "too good to be true" sales pitch (offering a bonus!) from Estate Planning Enterprises, LLC after attending one of their frequent "free" lunches pitching a REMOVED Life Insurance long-term (15-year) Annuity to retirees, followed by a consultation at the office of Estate Planning Enterprises, LLC, during which I was assured and convinced by Mr." ... Read full review

View all Reviews

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