Insurance and Investment Services, Inc.

Tennessee
Registered In
02/10/1997
Incorp. Date

Company Summary

Insurance and Investment Services, Inc. at 1204 Vintage Grove Ln Stephen B Moore, Franklin, Tn 37064 lists Stephen B Moore of Franklin, TN and a DBA of Financial Strategies Group.

Overview

Registered In
Tennessee
Incorporation Date
Company Type
For-Profit Corporation
Status
Active
Registration Type
Domestic
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People

Stephen B Moore Registered Agent
1204 VINTAGE GROVE LN, FRANKLIN, TN 37064

Map & Locations

1204 VINTAGE GROVE LN STEPHEN B MOORE, FRANKLIN, TN 37064 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Financial Strategies Group
Franklin, TN

Financials

Financial Information for Insurance and Investment Services, Inc.

Form 5500

INSURANCE AND INVESTMENT SERVICES, INC.

1204 Vintage Grove Lane, Franklin, Tn 37064 (615) 224-1280 EIN:62-1673952 Plan Admin:Stephen Moore
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFINANCIAL STRATEGIES GROUP 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $1,130,877 2022 FINANCIAL STRATEGIES GROUP 401(K) PLAN - Plan #001 3 / 3 $0 / $1,130,877
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INSURANCE AND INVESTMENT SERVICES, INC.

4840 Byrd Ln, College Grove, Tn 37046-9261
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$35,278 Forgiven$35,483 LenderCadence Bank Jobs2 04/13/2020 $35,278 $35,483 Cadence Bank 2
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:1204 Vintage Grove Ln Stephen B Moore Franklin, TN
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Sources

The following government agencies have contributed data:

• Tennessee Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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