At-a-glance
Related Categories
Overview
Tri-State Retirement Inc. in Florence, KY offers retirement services including:
- Retirement Income Strategies
- IRA Rollovers
- Life Insurance
- Tax-Efficient Strategies
- Annuities
- Asset Protection
- Long-Term Care Strategies
- 401(K) Rollovers
- IRA Legacy Planning
Business Details
- Location of This Business
- 7310 Turfway Rd Suite 550A, Florence, KY 41042
- BBB File Opened:
- 4/12/2021
- Years in Business:
- 18
- Business Started:
- 2/1/2006
- Business Incorporated:
- 12/28/2017
- Accredited Since:
- 2/20/2023
- 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 684889 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 7/31/2026.
These agencies may include:
Kentucky Department of Insurance
215 West Main Street
Frankfort KY 40601
http://insurance.ky.gov/kentucky/
BBB records show a license number of 1007547 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 7/31/2025.These agencies may include:
Ohio Department of Insurance
50 W. Town Street, Third Floor Suite 300
Columbus OH 43215
BBB records show a license number of 3166085 for this business, issued by Indiana Department of Insurance. The expiration date of this license is 7/31/2026.These agencies may include:
Indiana Department of Insurance
311 West Washington Street, Suite 300
Indianapolis IN 46204
Fax: (317) 2322385
- Type of Entity:
- Corporation
- Alternate Business Name
- Tri-State Retirement Group, Inc.
- Business Management
- Mr. Jim Braun, Owner
- Contact Information
Principal
- Mr. Jim Braun, Owner
Customer Contact
- Mr. Jim Braun, Owner
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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