IN Yellow Pages > South Bend
216 South Taylor Street
South Bend, IN (Indiana) 46601-2509
(574) 233-5309 (Primary Phone) +view more



Business Details
28 years
Since 1987
Willis Holmes
(574) 233-5638 (Fax)
Payment Method:

Products: Annuities, Mutual Funds, Securities
Services: Great Rates, Medicare & Medicaid Planning, Advice, Counseling, Estate Conservation, Estate Preservation, Financial Solutions, Inheritance Planning, Life Planning, Pension Planning
General Content: I Sell Annuities, Member Nasd/sipc & Diveli Planning Is Independent, Provided By United Health Care, Securities Offered Through, Variable Investment Advisors Inc
Credit Rating: Very Good
Sales Volume: 500K - 1M
Employee Size Range: 5-9
Franchise/Chain: Standalone
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Diversified Planning is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Estate Planning & Administration
  • Financial Planning Consultants & Services
  • Insurance Income
  • Insurance Medicare Supplements & Long Term Care
  • Insurance Retirement Annuities & Pension
  • Investments & Mutual Funds
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Mutual Funds
  • Portfolio Management > Financial Planning & Services
  • Other Direct Insurance (Except Life, Health, And Medical) Carriers > Insurance Carriers By Specialty > Income Insurance
  • Other Direct Insurance (Except Life, Health, And Medical) Carriers > Insurance Carriers By Specialty > Medicare Insurance
  • Pension Funds > Retirement Plans > Insurance Retirement Annuities & Pension
  • Offices Of Lawyers > Attorneys Estate Planning Law
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Mutual Funds
  • Investment Advice > Financial Planning & Services
  • Pension, Health, And Welfare Funds > Retirement Plans > Insurance Retirement Annuities & Pension
  • Insurance Carriers, Nec > Insurance Carriers By Specialty > Income Insurance
  • Insurance Carriers, Nec > Insurance Carriers By Specialty > Medicare Insurance
  • Legal Services > Attorneys Support Services > Estate Planning & Administration
Copyright © 2017 AllPages.com All Rights reserved.