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Central Florida

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BBB Accredited Business since 04/20/2005

Stewart Planning Group, Inc.

Phone: (386) 673-6697Fax: (866) 246-0428View Additional Phone Numbers595 N Nova Rd Ste 104, Ormond BeachFL 32174-4425 Send email to Stewart Planning Group, Inc.

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BBB Accreditation

A BBB Accredited Business since 04/20/2005

BBB has determined that Stewart Planning Group, 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 raised Stewart Planning Group, Inc.'s rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Stewart Planning Group, Inc.

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 04/20/2005Business started: 01/01/1989
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Department of Financial Services (FL)
200 E Gaines St
Tallahassee, FL32399-6502
(877) 693-5236

BBB records show a license number of D018631 for this company, issued by Department of Financial Services (FL).

Type: FL Office of Financial Regulation

BBB records show a license number of L078808 for this company, issued by Department of Financial Services (FL). Insurance Agency.

Type: FL Office of Financial Regulation

Type of Entity

Corporation

Incorporated: November 2007, FL

Contact Information
Principal: Ms. Katie Stewart (President)Mr. Chay Stewart
Business Category

Annuities, Estate Planning & Management, Insurance - Long Term Care, Insurance - Life

Products & Services

This company offers financial planning services, including annuities, life insurance, long term care insurance and estate planning.

Alternate Business Names
Senior Planning Group Inc.
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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.

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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.

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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.