Retirement Planning Services
Joseph Banks Wealth & Retirement Solutions LLC
About
Overview
Joseph Banks Wealth & Retirement Solutions LLC
15 East Main
Whitesburg, KY 41858
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
BBB Accreditation & Rating
Joseph Banks Wealth & Retirement Solutions LLC is BBB Accredited.
Why choose a BBB Accredited Business?About This Business
BBB Accredited Since: 7/1/2021
Years in Business: 28
Products and Services
College Planning
Photos and Videos
Business Details
- BBB File Opened:
- 7/20/2021
- Business Started:
- 1/17/1997
- Business Started Locally:
- 6/1/2018
- Business Incorporated:
- 12/17/2019
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Joseph Banks, President
- Mrs. Soraya M. Banks, Administrative Coordinator
Additional Contact Information
- Principal Contacts
- Mr. Joseph Banks, President
- Mrs. Soraya M. Banks, Administrative Coordinator
- Customer Contacts
- Mr. Joseph Banks, President
- 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 354168 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 5/31/2025.
Kentucky Department of Insurance
215 W. Main Street
Frankfort KY 40601
Additional Information
- Payment methods
- Cash, Check, Credit and Debit Card
- Refund and Exchange Policy
- All of our products have a free 30 Day Look Period.
- Business Categories
- Retirement Planning Services, Life Insurance, Medicare, Annuities, Wealth Building Seminars, College Savings Plans, Wealth Management
Latest Reviews
Veletta M
"I am so glad to finally have someone knowledgeable about wealth and retirement in our community. Trusted JBWR with my finances and am so thankful I did." ... Read full review
Amelia M
"They exude professionalism taken to the next level and they truly care about their clients. This team took time to listen to my concerns and get me exactly what I needed."
Mark R
"I was referred by family and it is looking to be a great investment. I only wish I had done this sooner."
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