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Business Profile

Estate Planning and Management

National Estate Services, L.L.P.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(972) 304-9696Write a Review

About

Overview

National Estate Services, L.L.P.

9800 Hillwood Pkwy Ste 140 PMB 116

Fort Worth, TX 76177-1532

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BBB Accreditation & Rating

National Estate Services, L.L.P. is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

National Estate Services, LLP provides financial planning services, including risk analysis, asset classification, and retirement income strategies. The company assists clients with 401(k) rollovers, Social Security optimization, and tax-advantaged investment options.

BBB Accredited Since: 11/26/2002

Years in Business: 39

Products and Services

401(k) Rollover, Annuities, Asset-Based Long-Term Care, Color of Money Risk Analysis, Enhanced Planning, Fixed Indexed Annuities, Generational Vault, Life Insurance, Retirement Compass Report, Roth Conversion, Social Security Planning, Tax Strategies

Business Details

Local BBB:
BBB Heart of Texas
BBB File Opened:
5/4/2020
Business Started:
9/1/1986
Type of Entity:
Limited Liability Partnership (LLP)
Business Management:
Mr. J. Kelly Gallion, President

Additional Contact Information

Principal Contacts
Mr. J. Kelly Gallion, President
Customer Contacts
Mr. J. Kelly Gallion, President
Fax numbers
Primary Fax: (888) 228-1862
Additional Phone Numbers
Other Phone: (888) 550-5616

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

Other Resources
Texas Department of Insurance
333 Guadalupe St
Austin TX 78701
Phone Number: (800) 252-3439
http://www.tdi.texas.gov
Business Categories
Estate Planning and Management, Financial Planning Consultants, Life Insurance, Insurance Agency, Health Insurance, Medicare Supplements, Accident Insurance, Long Term Care Insurance, Annuities, Senior Insurance, Dental Insurance

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