Tri-State Retirement Solutions Inc - Auburn, Indiana

Overview of Tri-State Retirement Solutions Inc.

Located at 408-1 Main St, Auburn, IN 46706, Tri-State Retirement Solutions Inc. stands out as a reputable insurance agency and financial consultant. With a phone number 260-715-2241, clients can easily reach out for their expert advice and services. The company prides itself on specializing in insurance agency services and financial consulting, ensuring that their clients' retirement and financial security are well taken care of.

Accessibility and Facilities

Tri-State Retirement Solutions Inc. is committed to providing a comfortable and accessible environment for all its clients. The wheelchair accessible entrance and parking lot demonstrate their dedication to inclusivity. This makes it convenient for everyone, especially those with mobility issues, to visit their office without any hassle.

Services and Specialties

The agency offers a comprehensive range of services designed to assist individuals and families in planning for a secure future. Their specialties include:

• Insurance Agency Services: Providing tailored insurance solutions to protect personal and financial assets.
• Financial Consulting: Offering expert advice on investment strategies, retirement planning, and wealth management.

With a focus on long-term client satisfaction, Tri-State Retirement Solutions Inc. ensures that each client receives personalized attention and guidance.

Client Reviews and Opinions

The company has garnered a strong reputation based on the feedback from their clients. One review reads: "Jeremy has done an incredible job over the last decade of keeping my family and I protected and covered. He has helped me immensely with my father's coverage as we moved him into full retirement, and throughout the years of handling his changing medical needs. He goes over and beyond every time. I would recommend him and his team to anyone." This highly positive review, along with the average opinion of 5/5, highlights the exceptional service and commitment to client needs.

Recommendations for Potential Clients

For those considering reaching out to Tri-State Retirement Solutions Inc., here are some key points to keep in mind:

• Personalized Service: Clients can expect dedicated support, as evidenced by Jeremy's exceptional work noted in reviews.
• Accessibility: The wheelchair-accessible facilities ensure a welcoming environment for all visitors.
• Expertise: With a strong focus on insurance and financial consulting, clients can trust in their expertise to guide them through complex financial planning.
• Client Satisfaction: The high average opinion score reflects a history of client satisfaction and loyalty.

Contact Information

To get in touch with Tri-State Retirement Solutions Inc., potential clients can call them at 260-715-2241 or visit their office at 408-1 Main St, Auburn, IN 46706. Their website, though not provided, would likely include more detailed information about their services and how to get started with their planning process.

This overview paints a picture of a reliable and customer-focused business that stands out in the field of insurance and financial consulting, especially noted for its accessibility and commitment to client satisfaction.

👍 Reviews of Tri-State Retirement Solutions Inc

Rick R.

5/5

Jeremy has done an incredible job over the last decade of keeping my family and I protected and covered. He has helped me immensely with my father's coverage as we moved him into full retirement, and throughout the years of handling his changing medical needs. He goes over and beyond every time. I would recommend him and his team to anyone.