About
Overview
Preservation Retirement Services
25111 Country Club Blvd Ste 230
North Olmsted, OH 44070-5330
See Hours
| Monday | 9:00 AM - 4:00 PM |
|---|---|
| Tuesday | 9:00 AM - 4:00 PM |
| Wednesday | 9:00 AM - 4:00 PM |
| Thursday | 9:00 AM - 4:00 AM |
| Friday | 9:00 AM - 4:00 AM |
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 4/12/2019
Years in Business: 19
Products and Services
*Retirement Strategies
*Investment Management
*Life Insurance and Annuity products
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 3/26/2019
- Business Started:
- 11/21/2005
- Business Incorporated:
- 11/21/2005
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Schultz Family Enterprises, LLC
- Business Management:
- Mr. Tim P Schultz, Owner
- Number of Employees:
- 5
Additional Contact Information
- Principal Contacts
- Mr. Tim P Schultz, Owner
- Customer Contacts
- Mr. Tim P Schultz, Owner
- Fax numbers
- Primary Fax: (440) 497-6444
- Additional Websites
- preservationretirement.co...
- Social Media
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.
Additional Information
- Other Resources
- National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected] - Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu - Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov - U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected] - Business Categories
- Retirement Planning Services, Life Insurance, Investment Advisory Services, Wealth Management
Latest Reviews
Nancy H
"Disappointed to have a member of their staff share my information with my husband. Advised Tim of the situation and an hour later the staff person emailed all of my account information - account number and balance to my husband." ... Read full review
C & K B
"Overall, our experiences working with Laura, Tim and their team have been positive and worthwhile. The two work well as a team - their respective industry knowledge and individual strengths complement one another." ... Read full review
More Resources
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