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Business Profile

Financial Planning Consultants

Rodriguez Financial Strategies, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

About This Business

This business offers retirement consulting and financial planning services.

Products and Services

This business provides comprehensive financial planning for professionals, small businesses and affluent clients.

Years in Business: 21

Business Details

BBB File Opened:
12/4/2009
Business Started:
5/1/2004
Business Incorporated:
4/27/2009
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Jose "Rafi" Rodriguez, President

Additional Contact Information

Principal Contacts
Mr. Jose "Rafi" Rodriguez, President
Customer Contacts
Mr. Jose "Rafi" Rodriguez, President
Mr. Dennis Pascarella, OSJ
Fax numbers
Primary Fax: (937) 427-1242
Social Media
Facebook

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 611329 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 5/31/2027.

Ohio Department of Insurance

50 W Town St, Ste 300

Columbus OH 43215

Additional Information

Other Resources
Department of Financial Institutions
77 S High St 21ST Fl
Columbus OH 43215
Phone Number: (614) 728-8400
www.com.state.oh.us/ODOC/dfi/
Division of Securities
77 S High St 22nd Fl
Columbus OH 43215
Phone Number: (614) 644-7381
www.securities.state.oh.us/
Financial Industry Regulatory Authority
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
Ohio Department of Insurance
50 W Town St, Ste 300
Columbus OH 43215
Phone Number: (800) 686-1526
https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch
Securities and Exchange Commission (SEC)
450 Fifth Street, N.W.
Washington DC 20549
Phone Number: (202) 942-7040

More Resources

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