Retirement Planning Services
Washington Retirement Planning SpecialistsAbout
About This Business
Washington Retirement Planning
Specialists provides comprehensive and affordable financial
planning services to federal government pre-retirees and retirees.
We stress the importance of shifting financial priority from growth to
preservation when reaching retirement, some risk-managed growth and an orderly distribution.
Washington Retirement Planning Specialists also delivers specialized financial literacy and retirement education programs to numerous Federal Government Agency employees, as well as private sector corporations and individuals.
Business Details
- BBB File Opened:
- 10/1/2007
- Business Started:
- 6/8/2004
- Business Started Locally:
- 9/9/2004
- Business Incorporated:
- 9/9/2004
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. G B Bose, President/CEO
- Ms. Andreea Lazar, Practice Manager
Additional Contact Information
- Principal Contacts
- Mr. G B Bose, President/CEO
- Customer Contacts
- Ms. Andreea Lazar, Practice Manager
- Fax numbers
- Primary Fax: (301) 656-2355
- Other Fax: (240) 802-2905
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
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 2426395 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal
U.S. Securities and Exchange Commission (SEC)-Federal
100 F Street NE
Washington DC 20549-0213
Additional Information
- Refund and Exchange Policy
- N/A
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