EXECUTIVE INVESTMENTS LIMITED
Conservative Investment Advice Since 1990. Executive InvestmentS, LLC 877-767-5006, 256-767-5006. Eddie Young, Registered Principal/Financial Advisor & Kelly Cole, Financial Advisor/Consultant. Retirement Savings, College Savings, 401K Rollovers, Financial Planning, Estate Planning, Money Management, Small Business Retirement Solutions, Long Term Care Planning, Insurance, Tax Strategies, Free Consultations. Executive Investments, LLC 2464 Mall Rd, Florence, AL 35630.
Country/Area ：Kenya
Company Email ：info@executiveinvestments.net
Industry ：FinanceBankingFinance General
Company address ：2464 Mall Rd, Florence, Alabama, 35630, United States
Company website ：*****
Company phone ：(256) 767-5006
Established ：2006
Company Revenue ：$1,077,000
Number of employees ：<25
SIC Code ：62628
NAICS Code ：52523
Web Summary
Q1: What is the company name and its location?
A1: The company name is Executive Investments, LLC, and it is located at 2464 Mall Rd, Florence, AL 35630.
Q2: Who are the key individuals associated with the company?
A2: Two key individuals associated with the company are Kelly W. Cole, Financial Advisor/Consultant, and Robert E. (Eddie) Young, Financial Advisor/Consultant.
Q3: What type of financial services does the company offer?
A3: The company offers conservative financial advice, life insurance, retirement planning, and other financial services.
Q4: What is the name of the subsidiary that provides securities and investment advisory services?
A4: The subsidiary is Osaic Wealth, Inc., which is a member of FINRA/SIPC.
Q5: What are the states where Osaic Wealth's Registered Representatives can discuss and transact securities business with residents?
A5: The states include AL, AZ, CO, DC, FL, GA, IL, IN, KY, MI, MO, MS, MT, NC, NJ, NV, OH, SC, TN, TX, VA, and WA.
Q6: How can individuals access free, no-obligation quotes for life insurance?
A6: Individuals can access free, no-obligation quotes by visiting the company's website or contacting them directly at 256-767-5006.
Q7: What is the purpose of the company's newsletters?
A7: The company's newsletters aim to provide helpful information on various financial topics, such as retirement planning, life insurance, and tax tips.
Q8: Are there any specific tax-friendly retirement plans available for self-employed individuals?
A8: Yes, two tax-friendly retirement plans mentioned are not explicitly stated in the text but it does mention indexed annuities which can provide potential for growth with some downside protection.
A1: The company name is Executive Investments, LLC, and it is located at 2464 Mall Rd, Florence, AL 35630.
Q2: Who are the key individuals associated with the company?
A2: Two key individuals associated with the company are Kelly W. Cole, Financial Advisor/Consultant, and Robert E. (Eddie) Young, Financial Advisor/Consultant.
Q3: What type of financial services does the company offer?
A3: The company offers conservative financial advice, life insurance, retirement planning, and other financial services.
Q4: What is the name of the subsidiary that provides securities and investment advisory services?
A4: The subsidiary is Osaic Wealth, Inc., which is a member of FINRA/SIPC.
Q5: What are the states where Osaic Wealth's Registered Representatives can discuss and transact securities business with residents?
A5: The states include AL, AZ, CO, DC, FL, GA, IL, IN, KY, MI, MO, MS, MT, NC, NJ, NV, OH, SC, TN, TX, VA, and WA.
Q6: How can individuals access free, no-obligation quotes for life insurance?
A6: Individuals can access free, no-obligation quotes by visiting the company's website or contacting them directly at 256-767-5006.
Q7: What is the purpose of the company's newsletters?
A7: The company's newsletters aim to provide helpful information on various financial topics, such as retirement planning, life insurance, and tax tips.
Q8: Are there any specific tax-friendly retirement plans available for self-employed individuals?
A8: Yes, two tax-friendly retirement plans mentioned are not explicitly stated in the text but it does mention indexed annuities which can provide potential for growth with some downside protection.
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