12 years in business
1315 14th Ave
Longview, WA 98632-3701
BBB File Opened: 11/23/2005
Business Started: 12/01/2004
Business Started Locally: 12/01/2004
Type of Entity
Retirement Planning Service
Insurance - Life
Investment Advisory Service
Products & Services
Stocks/ Bonds, Mutual Funds, Variable and Fixed annuities. Their are 4 basic planning goals, Retirement, College Planning, Estate and Taxes. Although we do not give Legal or Tax advise, we do work with professionals for those who have the need.
We service the following area(s): This company services In home financial planning.
Licensing, Bonding or Registration
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.
Refund & Exchange Policy:
Neither would ever need to be provided. Our policy is simple. By being Honest with clients, every cost, commission and or Fee charged is always discussed with clients before any transaction is ever initiatied involving any clients money. Our Integrity is the building blocks on which we build a trusting, and life long relationship with all our clients.