Business ProfileforAlpha Planning and Financial Services, Inc.
At-a-glance
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Overview
Alpha Planning and Financial Services, Inc. offers retirement strategies using a variety of investment and insurance products.
Business Details
- Location of This Business
- 6325 Cochran Rd Ste 5, Cleveland, OH 44139-3930
- BBB File Opened:
- 6/22/2000
- Years in Business:
- 31
- Business Started:
- 1/1/1993
- Date of New Ownership:
- 7/21/2021
- Business Incorporated:
- 1/31/1995
- Accredited Since:
- 8/28/2013
- 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.BBB records show a license number of ODI #2177; NPN #2257416 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2026.
These agencies may include:
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Fax: (614) 6443743
https://www.insurance.ohio.gov/
BBB records show a license number of 130842 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
BBB records show a license number of License#1128188/ NPN#18163207 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 3/31/2025.These agencies may include:
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Fax: (614) 6443743
- Type of Entity:
- Corporation
- Business Management
- Mr. Aaron R Simpson, Owner
- Ms. Wendy A. Lange, Director of Marketing/Office Manager
- Contact Information
Principal
- Mr. Aaron R Simpson, Owner
Customer Contact
- Mr. Aaron R Simpson, Owner
- Additional Contact Information
Fax Numbers
- (440) 519-0331Primary Fax
Email Addresses
- Primary
- (440) 519-0331
Customer Complaints
0 Customer Complaints
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