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BBB Business Review

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BBB Accredited Business since

AGT Tax & Insurance Services West

Additional Locations

Phone: (206) 528-2001 Fax: (206) 686-3114 2821 Northup Way Ste 120, Bellevue, WA 98004 View Additional Email Addresses View Additional Web Addresses

BBB Business Reviews may not be reproduced for sales or promotional purposes.


This company offers consulting services including but not limited to tax preparation for seniors and insurance products and services.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that AGT Tax & Insurance Services West meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for AGT Tax & Insurance Services West include:

  • Length of time business has been operating
  • Complaint volume filed with BBB for business of this size
  • Response to 1 complaint(s) filed against business
  • Resolution of complaint(s) filed against business

Customer Complaints Summary Read complaint details

1 complaint closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 1
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 1

Customer Reviews Summary Read customer reviews

0 Customer Reviews on AGT Tax & Insurance Services West
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: April 03, 2006 Business started: 11/01/2005 Business started locally: 11/01/2005 Business incorporated 11/18/2005 in WA
Licensing, Bonding or Registration

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.

These agencies may include:

Washington Insurance Agents Licensing
Insurance Building A-Q21, Olympia WA 98504
Phone Number: (360) 407-0341

Washington Secretary of State Corporations Division
801 Capitol Way S, Olympia WA 98504
Phone Number: (360) 725-0377

US Securities & Exchange Commission
915 2nd Ave STE 3040, Seattle WA 98174
Phone Number: (800) 732-4711

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Steve Goldbloom, Member Ms. Amy Neely, Office Manager
Contact Information
Principal: Mr. Steve Goldbloom, Member
Business Category

Insurance Services Tax Return Preparation Financial Planning Consultants

Alternate Business Names
AGT Tax & Insurance Services AGT Tax Advisors West AGT Tax Advisory Group West Goldbloom Advisory Goldbloom Advisory LLC Goldbloom Advisory Tax & Insurance Services

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.