BBB Business Review
BBB Accredited Business since 09/14/2007
Synergy Wealth Management, Inc.
(678) 738-7000View Additional Phone Numbers3440 Blue Springs Rd NW Ste 501, Kennesaw, GA 30144-1038 Send email to Synergy Wealth Management, Inc.www.synergywealthcoach.com
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BBB Accreditation
A BBB Accredited Business since 09/14/2007
BBB has determined that Synergy Wealth Management, Inc. 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 16 factors. Get the details about the factors considered.
Factors that lowered Synergy Wealth Management, Inc.'s rating include:
- Length of time business has been operating.
Factors that raised Synergy Wealth Management, Inc.'s rating include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topType of Entity
Corporation
Incorporated: February 2007, GA
Contact Information
Principal: Mr. Scott E. Stooksbury (President/Owner)Number of Employees
2
Business Category
Financial Planning Consultants, Jewelry Advisory Service, Taxes - Consultants & Representatives, Marketing Consultants, Financial Services, Insurance Services, Stock & Bond Brokers, Retirement Planning Service, Mutual Funds, Investment Securities, Insurance Consultants, Insurance - Disability, Insurance - Dental, Insurance - Long Term Care, Insurance - Life, Insurance - Homeowners, Insurance - Medicare Services, Insurance - Health
Products & Services
This company offers financial planning family estate planning.
BBB Program Participation
This company has agreed to use special procedures including arbitration, if necessary, to resolve disputes through their participation in the following programs: BBB Identification, BBBOnLine.Industry Tips
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LocationsX
1 Locations
-
3440 Blue Springs Rd NW Ste 501
Kennesaw, GA 30144-1038(678) 738-7000
(678) 778-5331Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Metro Atlanta, Athens and NE Georgia. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Synergy Wealth Management, Inc. is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Financial Planning Consultants
Automobile InsuranceAvoid Abusive Home-Based Business Tax Schemes
BBBTips on Putting Together a Budget
BBBTips on Saving and Investing
BBB Warns of Medicare Prescription Drug Scams
Investor Alert! Beware of Companies Offering Quick Riches Selling Precious Metals and Other Commodities
Businesses Urged to Avoid Employment Tax Schemes
Discount Cards are not Health Insurance!
Dont Fall Victim to Tax Reduction Schemes!
Dont Lose Your Cash to Enticing Investment Offers
Faith-Based Investment Scams on the Rise
Finding a Reputable Tax Preparer
Fraudulent Health Insurance a Growing Problem
How to Evaluate Network or Matrix Marketing Plans
Investment Scams Targeting Seniors on the Rise
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Medicare Discount Drug Program Attract Con Artists
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Spotting Forex Fraud
Tips on Purchasing Identity Theft Insurance
Travel Insurance - Is it Necessary?
When Investing Protect Your Money: Check out Brokers and Advisers
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
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What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.