Additional business information
At-a-glance
Related Categories
Overview
Financial Advisors
Estate Planning
Retirement Planning
Business Details
This is a multi-location business.
- Location of This Business
- Fredericksbrg, VA 22407-4828
- BBB File Opened:
- 5/8/2015
- Years in Business:
- 30
- Business Started:
- 1/1/1994
- Business Incorporated:
- 1/1/2001
- Accredited Since:
- 2/1/2018
- 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 CRD1541038 for this business, issued by Bureau of Financial Institutions. The expiration date of this license is 10/31/2022.
These agencies may include:
Bureau of Financial Institutions
1300 East Main Street, The Tyler Building
Richmond VA 23219
Fax: (804) 3719416
https://www.scc.virginia.gov/division/banking
BBB records show a license number of 6019233 for this business, issued by Bureau of Financial Institutions. The expiration date of this license is 10/31/2022.These agencies may include:
Bureau of Financial Institutions
1300 East Main Street, The Tyler Building
Richmond VA 23219
Fax: (804) 3719416
- Type of Entity:
- Limited Liability Company (LLC)
- Related Businesses
- Hours of Operation
Primary
- M:
- 9:00 AM - 5:00 PM
- T:
- 9:00 AM - 5:00 PM
- W:
- 9:00 AM - 5:00 PM
- Th:
- 9:00 AM - 5:00 PM
- F:
- 9:00 AM - 1:00 PM
- Sa:
- By Appt. Only
- Su:
- Closed
- Business Management
- Mr. Dave Brennan, President/CEO
- Ms. Lyndsay Meier, Administrative Assistant / Office Manager
- Mr. Jon D Brennan, Jr. Partner
- Contact Information
Principal
- Mr. Dave Brennan, President/CEO
- Ms. Lyndsay Meier, Administrative Assistant / Office Manager
Customer Contact
- Ms. Lyndsay Meier, Administrative Assistant / Office Manager
- Additional Contact Information
Fax Numbers
- (540) 548-8498Primary Fax
- (540) 548-8498
Customer Complaints
0 Customer Complaints
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