At-a-glance
Related Categories
Overview
Consulting for the following:
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Business Details
- Location of This Business
- 6534 Anthony Dr Ste D, Victor, NY 14564-1421
- BBB File Opened:
- 5/12/2021
- Years in Business:
- 6
- Business Started:
- 5/1/2018
- Business Incorporated:
- 5/9/2019
- Accredited Since:
- 5/19/2021
- 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.
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. David Green, Principal Owner
- Contact Information
Principal
- Mr. David Green, Principal Owner
Customer Contact
- Mr. David Green, Principal Owner
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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