Contacts
(614) 264-3864 (Customer Service)
Business description
We Offer Baby Boomers And Small Business Assistance In Financial Planning, lnsurance Including, Life, Health, Disability and Long Term Care.
IRS Qualified Retirement products including all of the following. ROTH and Traditional IRA Plans, SIMPLE Plans, SEP Plans, Traditional and ROTH 401K Plans. Non gualifed Retirement products avasilable as well. Executive Benefit Plans, No contribution Limit, Tax Free (under current Tax law) retirement planning tools. FDIC Insured Market Linked CDs offering higher Interest rates not available from your local bank. Unique Market Risk Free guranteed income streams from 3-20 year terms offering interest rates of up to 6.5% on the longer terms or 3.5-6 % on the shorter term products. Individual or Group Long Term Care (LTC) products. Some require medical underwriting, and some don't. Fixed and Fixed Indexed Annuity (FIA) Group & Individual Health Disability Insurance
General information
- Business Services Financial Investment Advice Retirement Planning Services
City / suburb: | Westerville, OH | |
County: | Franklin |
long term care insurance, whole life insurance plans, life insurance, term life insurance plans, payroll services, term life insurance, retirement planning services, workers compensation premium discounts, personal finance services, investment services, employee benefit plans, annuity services
Retirement Plans IRA ,401K, SIMPLE, SEP,, Annuities,, Life and Health Insurance, Obamacare &, Long Term Care & Long Term Disability, Business benefits Workers comp & Payroll.
Is this your business? Claim this profile to get thousands of free views!
QR code with Polaris Financial contacts
Reviews
Be the first to write a review about your experience with the company.
More details about this business
Or try our search form or quick navigation by category and location
State Trust Companies Accepting Deposits, Commercial
Photocopy Machines
Heating Contractors