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Business Profile

Financial Consultants

Safetree Retirement Services

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Consultants.

Visit Website(830) 491-8494Write a Review

About

Overview

Safetree Retirement Services

1067 FM 306 St. 201

New Braunfels, TX 78130

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Safetree Retirement Services has 2 locations, listed below.

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    BBB Accreditation & Rating

    Safetree Retirement Services is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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    About This Business

    Safe Tree Retirement Services provides financial planning services, including income planning, investment planning, tax planning, healthcare planning, and legacy planning. The company assists clients with developing strategies for retirement income, managing investments, optimizing tax situations, planning healthcare needs, and organizing asset distribution.

    Years in Business: 5

    Products and Services

    Guaranteed Income, Healthcare Planning, Investment Planning, Legacy Planning, Tax Planning

    Business Details

    Local BBB:
    BBB Heart of Texas
    BBB File Opened:
    5/9/2022
    Business Started:
    7/21/2021
    Business Incorporated:
    7/21/2021
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Safe Tree Retirement Services LLC
    Business Management:
    Mr. Justin Dickey, Managing Member

    Additional Contact Information

    Principal Contacts
    Mr. Justin Dickey, Managing Member
    Customer Contacts
    Mr. Justin Dickey, Managing Member
    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.

    Additional Information

    Other Resources
    Texas State Securities Board
    208 E 10th St FL 5
    Austin TX 78701
    Phone Number: (512) 305-8300
    http://www.ssb.state.tx.us
    [email protected]
    Business Categories
    Financial Consultants

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