At-a-glance
Overview
Paladin Retirement Planning, Inc. located in Cincinnati, OH & Crestview Hills KY, offers comprehensive planning services including:
• Investment Planning
• Retirement Distribution
• Social Security Maximization
• Medicare and Long Term Care Planning
• Legacy and Estate Planning
Business Details
This is a multi-location business.
- Location of This Business
- 7850 Five Mile Rd. c/o Co-works, Cincinnati, OH 45230-2356
- BBB File Opened:
- 1/21/2020
- Years in Business:
- 4
- Business Started:
- 10/1/2019
- Business Incorporated:
- 9/30/2019
- Accredited Since:
- 4/6/2020
- 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 145958 for this business, issued by SEC -US Securities and Exchange Commission
These agencies may include:
SEC -US Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
BBB records show a license number of 983320 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 2/28/2025.These agencies may include:
Ohio Department of Insurance
50 W. Town Street, Third Floor Suite 300
Columbus OH 43215
- Type of Entity:
- Corporation
- Business Management
- Mr. Brion T Walters, President
- Contact Information
Principal
- Mr. Brion T Walters, President
Customer Contact
- Mr. Brion T Walters, President
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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