BBB Accredited Business since 12/06/2000
Dynamic Wealth Management
Phone: (863) 299-5808Fax: (863) 299-5503301 Third Street NW Ste. 218, Winter Haven, FL 33881 Send email to Dynamic Wealth Management
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A BBB Accredited Business since 12/06/2000
BBB has determined that Dynamic Wealth Management 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 Dynamic Wealth Management'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
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
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)
Polk County Occupational License
P.O. Box 1189
BBB records show a license number of A202645 for this company, issued by Department of Financial Services (FL). Insurance Agent.Type: FL Office of Financial Regulation
BBB records show a license number of 160671 for this company, issued by Polk County Occupational License. Their web address is http://www.polktaxes.com. Business Tax Receipt.Type: Business Tax Receipt
Type of Entity
Incorporated: July 1993, FL
Contact InformationPrincipal: Mr. Brian Pearce (Chief Executive Officer)Mr. Lee Hodges (Financial Advisor)Ms. Tisa Knox (Principal)
Investment Advisory Service, Insurance - Disability, Annuities, Insurance - Long Term Care, Insurance - Life, Insurance - Health
Products & Services
This company offers financial investment and insurance services including Annuities, Long Term Care Insurance, Group Health, Life Insurance, Individual Health, Disability Insurance, and 401(K).
Alternate Business NamesBrian S. Pearce, Inc.
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