skip entire header and global navigation

BBB Business Review

This Business is not BBB accredited

Gagnon Wealth Management, LLC

Additional Locations

Phone: (508) 339-8339 PO Box 334, Mansfield, MA 02048 http://www.gagnonwealthmgmt.com

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

Description

Gagnon Wealth Management, LLC is a financial planning and Registered Investment Adviser. They provide fee-only financial planning services and investment advice.

BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Gagnon Wealth Management, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Customer Complaints Summary Read complaint details

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

Additional Information

top
BBB file opened: May 15, 2006 Business started: 01/01/2002 in MA Business incorporated: 05/17/2002 in MA
Licensing

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:

Massachusetts Office of International Trade and Investment
State Transportation Building, 10 Park Plaza, Suite 3730, Boston MA 02116
http://www.magnet.state.ma.us/moiti/
Fax Number: 617-227-3488
The license number is 121089.

Type of Entity

Limited Liability Company (LLC)

Business Management
Ms. Joan Gagnon, President
Contact Information
Principal: Ms. Joan Gagnon, President
Number of Employees

2

Business Category

INVESTMENT ADVISORY SERVICE EDUCATIONAL FINANCING ADVISORY SERVICE INSURANCE-ESTATE PLANNING FINANCIAL SERVICES FINANCIAL PLANNING CONSULTANTS

Service Area
Gagnon Wealth Management, LLC provides their services in MASSACHUSETTS & RHODE ISLAND.
Industry Tips
Financial Planning Health Insurance Life Insurance Read Before You Sign
X

What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

Professional AffiliationsX
X

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:

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

X

BBB Complaint Process

Your complaint will be forwarded to the business within two business days. The business 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 business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

X

Industry Tips

X

What is BBB Advertising Review?

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

X

What government actions does BBB report on?

BBB reports on known significant government actions involving business' marketplace conduct.

X

Thank you for your feedback!

Help us improve by taking our survey.

X

BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

Find a LocationX

  Change Location
Show Only Accredited Locations