Business ProfileforAnnuity Guys - Dick Van Dyke
At-a-glance
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Overview
Retirement & Annuity Education to help investors balance their portfolio to reduce financial risks before and during retirement years. Also recommending Annuity Guys Vetted Fiduciary Planners to assist investors with hands on implementation of their retirement plans.
Dick semi-retired on January 1st, 2012 and no longer Registers as a Series 65 Investment Advisor or Fiduciary Financial Planner. Now he devotes much of his time and effort towards annuity education and helping investors across the nation find trust worthy fiduciary financial planners to assist with properly balancing their retirement portfolios.
Dick is still insurance licensed in good standing. However, he has not personally placed any business with annuity or life insurance companies for several years now, which helps to avoid certain conflicts of interest.
Additionally, DiscreetZ Health and Wellness products are sold over the counter by DBA - Dick Van Dyke Financial, Ltd..
Products & Services
Business Details
- Location of This Business
- 815 Flaggland Dr, Sherman, IL 62684
- BBB File Opened:
- 8/14/2007
- Years in Business:
- 19
- Business Started:
- 9/1/2005
- Business Started Locally:
- 9/1/2005
- Business Incorporated:
- 5/2/2013
- Accredited Since:
- 3/3/2017
- 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
- Dick Van Dyke Financial Ltd.
- UpBrandz Global™
- MarketFree™
- Business Management
- Mr. Dick Van Dyke, President, Author
- Contact Information
Principal
- Mr. Dick Van Dyke, President, Author
Customer Contact
- Mr. Dick Van Dyke, President, Author
- Additional Contact Information
Fax Numbers
- (217) 753-1212Primary Fax
Phone Numbers
- (877) 679-0829Other Phone
Website Addresses
- (217) 753-1212
Customer Complaints
0 Customer Complaints
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