At-a-glance
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Overview
Senior Tax Advisory Group is a company that specializes in serving the retirement needs of anyone over the age of 50. We have helped over 3,000 people in the greater Colorado Springs area since 2002.
Our Review and Discovery process helps you discover if your current strategies match up with your future plans. Our proprietary process helps guide you through retirement. We’ll help you make informed decisions, avoid costly mistakes, lower income taxes, increase your estate size, and we are experts at removing unnecessary risk… This proven process helps us create a sound plan based on facts and logic not emotion and opinions.
That’s what makes our firm different! We seek to identify all the facts necessary to make a sound financial decision that is in your best interest before making that decision. Our Financial Professionals, Tax Experts and Attorneys work together to draw upon a full assortment of experience, concepts, and products to build a retirement roadmap that is most suitable for you.
Our objectives are simple…
1: Help increase the probability of your success in retirement
2: Work to remove any unnecessary risk
3: Support your income needs and wants for retirement
Determined to be the: “One Stop for All Your Retirement Needs.”
Products & Services
Business Details
- Location of This Business
- 6775 Rangewood Dr, Colorado Springs, CO 80918-7300
- BBB File Opened:
- 9/23/2002
- Years in Business:
- 24
- Business Started:
- 3/10/2000
- Business Started Locally:
- 7/1/2004
- Business Incorporated:
- 2/16/2005
- Accredited Since:
- 3/16/2009
- 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.
- Type of Entity:
- Corporation
- Alternate Business Name
- Andreson Financial Planning (former)
- Business Management
- Mr. Darian Andreson, President
- Ms. April Andreson, Vice President
- Contact Information
Principal
- Mr. Darian Andreson, President
Customer Complaints
0 Customer Complaints
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