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Find a Location

Lifeguard Financial has 6 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    Please enter a valid location.
    • Lifeguard Financial

      7536 Mentor Ave Mentor, OH 44060-5418

      BBB Accredited Business
    • Lifeguard Financial

      1900 Polaris Pkwy Ste 450 Columbus, OH 43240

    • Lifeguard Financial

      3401 Enterprise Pkwy Ste 340 Beachwood, OH 44122-7340

      BBB Accredited Business
    • Lifeguard Financial

      1991 Crocker Rd Ste 600 Cleveland, OH 44145-6976

      BBB Accredited Business
    • Lifeguard Financial

      5005 Rockside Rd Ste 600 Independence, OH 44131-6827

      BBB Accredited Business

    Business ProfileforLifeguard Financial

    Retirement Planning Services
    Looking for more information? Access the headquarters listing for Lifeguard Financial
    Read more
    The Complaints and Customer Reviews shown on this profile include all complaints and reviews submitted about either the business headquarters or any of its corporate-owned locations, including this one. Use the "Find Locations" link to see all corporate-owned locations.

    At-a-glance

    Customer Reviews

    5/5stars

    All customer reviews are handled by the BBB where the company is Headquartered or a central customer review processing location.

    Average of 2 Customer Reviews

    Customer Complaints

    1 complaints closed in last 3 years

    1 complaints closed in last 12 months

    All complaints are handled by the BBB where the company is Headquartered or a central customer complaint processing location.

    This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

    View HQ Business Profile

    Overview

    Lifeguard Financial provides investment counseling, retirement planning, tax strategies, estate and long term care planning.

    Products & Services

    Investment counseling, retirement planning, tax strategies, estate and long term care planning.

    Business Details

    Location of This Business
    1900 Polaris Pkwy Ste 450, Columbus, OH 43240-4064
    Headquarters
    7536 Mentor Ave, Mentor, OH 44060-5418
    BBB File Opened:
    7/17/2023
    Years in Business:
    39
    Business Started:
    1/3/1985
    Business Incorporated:
    1/3/1989
    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 1665 / NPN 2425562 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

    (614) 644-2658

    Fax: (614) 6443743

    https://www.insurance.ohio.gov/

    Type of Entity:
    Corporation
    Alternate Business Name
    • The Lifeguard Insurance Agency, Inc.
    Hours of Operation

    Primary

    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
    Sa:
    Closed
    Su:
    Closed
    Business Management
    • Mr. Anthony T Newman, President
    • Mr. Anthony T. Newman, President
      (Headquarters Contact)
    • Mr. Stephen Christopher, Vice President
      (Headquarters Contact)
    Contact Information

    Principal

    • Mr. Anthony T Newman, President
    • Mr. Anthony T. Newman, President
      (Headquarters Contact)

    Customer Contact

    • Mr. Anthony T Newman, President
    • Mr. Anthony T. Newman, President
      (Headquarters Contact)
    Additional Contact Information

    Email Addresses

    Local BBB

    BBB of Central Ohio

    BBB Reports On

    BBB reports on known marketplace practices.

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