About
Overview
BBB Accredited Since: 3/3/2017
Years in Business: 19
Payment methods:
Funds are never accepted in Annuity Guy's name from clients.
All funds are paid directly to highly regarded third party custodians, approved by clients, for safe keeping.
For Over The Counter Discreetz Products Paypal, VISA, Mastercard, AmazonPay, etc.
BBB Accreditation & Rating
About This Business
Retirement & Annuity Education to help investors balance their portfolio to reduce financial risks before and during retirement years. Also recommending Annuity Guys Vetted Fiduciary Planners to assist investors with hands on implementation of their retirement plans.
Dick semi-retired on January 1st, 2012 and no longer Registers as a Series 65 Investment Advisor or Fiduciary Financial Planner. Now he devotes much of his time and effort towards annuity education and helping investors across the nation find trust worthy fiduciary financial planners to assist with properly balancing their retirement portfolios.
Dick is still insurance licensed in good standing. However, he has not personally placed any business with annuity or life insurance companies for several years now, which helps to avoid certain conflicts of interest.
Additionally, DiscreetZ Health and Wellness products are sold over the counter by DBA - Dick Van Dyke Financial, Ltd..
Products and Services
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Business Details
- Local BBB:
- BBB of Central Illinois
- BBB File Opened:
- 8/14/2007
- Business Started:
- 9/1/2005
- Business Started Locally:
- 9/1/2005
- Business Incorporated:
- 5/2/2013
- Type of Entity:
- Corporation
- Alternate Names:
- Dick Van Dyke Financial Ltd.
- UpBrandz Global™
- MarketFree™
- DiscreetZ™
- Annuity Guys Ltd.
- Business Management:
- Mr. Dick Van Dyke, President, Author
Additional Contact Information
- Principal Contacts
- Mr. Dick Van Dyke, President, Author
- Customer Contacts
- Mr. Dick Van Dyke, President, Author
- Fax numbers
- Primary Fax: (217) 753-1212
- Additional Phone Numbers
- Other Phone: (877) 679-0829
- Additional Websites
- Website 1
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.
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