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Central Florida

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BBB Accredited Business since 12/18/2008

Scheirer Wealth Management LLC

Phone: (321) 275-5922Fax: (321) 926-3153View Additional Phone Numbers1540 International Pkwy STE 2000, Lake MaryFL 32746-5096 Send email to Scheirer Wealth Management LLC

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BBB Accreditation

A BBB Accredited Business since 12/18/2008

BBB has determined that Scheirer Wealth Management LLC 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 Scheirer Wealth Management LLC's rating include:

  • Length of time business has been operating.

Factors that raised Scheirer Wealth Management LLC's rating include:

  • 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 on Scheirer Wealth Management LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

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BBB file opened: 12/17/2008Business started: 10/01/2007
Licensing

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:

Florida Office of Financial Regulation
200 E Gaines St
Tallahassee, FL32399-6502
(850) 410-9805
http://www.flofr.com

BBB records show a license number of E043410 for this company, issued by Florida Office of Financial Regulation. Their web address is http://www.flofr.com.

Type: FL Office of Financial Regulation

Type of Entity

Limited Liability Company

Contact Information
Principal: Mr. Andrew R Scheirer II, CWS® (President)
Business Category

Financial Services, Retirement Planning Service, Investment Advisory Service, Insurance Agency, Financial Planning Consultants

Products & Services

This company offers comprehensive, multi-generational wealth management to a select group of businesses and families.

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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.