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          Coffman Retirement Group, LLC has 1 locations, listed below.

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            Business ProfileCoffman Retirement Group, LLC

            Financial Planning Consultants
            BBB accredited business

            Contact Information

            7800 Madison Blvd Ste 204

            Huntsville, AL 35806-3605

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            Visit Website
            (256) 858-1468

            Business hours

            By Appt. Only
            Business Hours
            By Appt. Only
            By Appt. Only
            By Appt. Only
            By Appt. Only
            By Appt. Only
            By Appt. Only

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            Customer Reviews

            1/5

            Average of 1 Customer Reviews

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            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 9/9/2019

            Years in Business: 14

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            This company provides counseling and service on Medicare plans, Social Security and Retirement

            Products & Services

            This company provides counseling and service on Medicare plans, Social Security and Retirement

            Business Details

            Location of This Business
            7800 Madison Blvd Ste 204, Huntsville, AL 35806-3605
            BBB File Opened:
            9/3/2019
            Years in Business:
            14
            Business Started:
            1/1/2010
            Accredited Since:
            9/9/2019
            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:
            Sole Proprietorship
            Hours of Operation

            Primary

            M:
            By Appt. Only
            T:
            By Appt. Only
            W:
            By Appt. Only
            Th:
            By Appt. Only
            F:
            By Appt. Only
            Sa:
            By Appt. Only
            Business Management
            • Mr. Wilson Coffman, Owner
            • Mr. WILSON COFFMAN, President
            Contact Information

            Principal

            • Mr. Wilson Coffman, Owner

            Customer Contact

            • Mr. Wilson Coffman, Owner
            • Mr. WILSON COFFMAN, President
            Additional Contact Information

            Email Addresses

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            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

            1 Customer Reviews

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            Most Recent Customer Review

            A. H

            04/25/2024

            Met Coffman thru an event his office hosted. Scheduled a meeting to have consultation. Spouse and I had carefully gathered all of the required info we would need for appt and were excited. Three hours prior to appt, Coffman called and cancelled. Was told they would reach out the following week to reschedule... Nothing. I reached out 7 days later, and was told I would be called that day to schedule something ... Nothing. A week after that I reached out to let them know that their level of professional interaction with me has been less than desirable, and that we would be moving on to another advisor and would be leaving a review.... THEN my phone is blowing up with calls and texts. Their loss on a great business opportunity. My husband and I are young, but very successful... We need to make sure we can trust those who handle our investments, and that's not the experience we received with the Coffman group. If I can't trust someone to call me back to reschedule and appointment, and they don't... Should I trust them with my money?

            Coffman Retirement Group, LLC Response

            04/30/2024

            I am perplexed why Ms. **** would file a formal complaint with our BBB, as she works directly for a local competitor, *********************** Wealth Planning. She is not a client and has never visited our offices. She has attended a few of our dinner events, which are specifically oriented towards retirees and those preparing for retirement, and Ms. **** is 30 years from retiring. Because she was not a good fit, Ms. **** was kindly asked to refrain from attending future free dinner seminars. We would recommend Ms. **** use her current employer for her future retirement planning services.

            Local BBB

            BBB serving North Alabama

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