BBB Accredited Business Profile

PDI Financial Group, a Division of Pension Designers, Inc.

PDI Financial Group, a Division of Pension Designers, Inc.

(920) 739-2303

PDI Financial Group, a Division of Pension Designers, Inc.

41 years in business
601 N Lynndale Dr
Appleton, WI 54914-3022
Fax Numbers
  • (920) 739-2205
Additional Phone Numbers
  • (800) 234-7341
BBB File Opened: 01/28/1999
Business Started: 07/01/1975
Business Started Locally: 07/01/1975
Business Incorporated: 06/30/1975 in WI
Type of Entity
Corporation
Business Management
  • Mr. John A. Hanson, President
  • Ms. Judy Hanson, Vice President
  • Mr. John A. Hoffman, Vice President, Life Brokerage
  • Mr. Timothy T. Kessler, Vice President, Long Term Care Brokerage
  • Mr. Jeffrey W. Kolasinski, Vice President - Operations
Business Category
  • Insurance Services
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • NAICS: All Other Insurance Related Activities

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.

A+

Overview

This company offers insurance and investment planning services.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:00 AM-5:00 PM
T: 8:00 AM-5:00 PM
W: 8:00 AM-5:00 PM
Th: 8:00 AM-5:00 PM
F: 8:00 AM-5:00 PM
S: Closed
Su: Closed
8am to 3pm Summer Hours

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

PDI Financial Group, a Division of Pension Designers, Inc.

PDI Financial Group, a Division of Pension Designers, Inc.

BBB ACCREDITED SINCE 02/04/1999

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