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BBB Accredited Business since 12/06/2000

Dynamic Wealth Management

Phone: (863) 299-5808Fax: (863) 299-5503301 Third Street NW Ste. 218, Winter HavenFL 33881 Send email to Dynamic Wealth Management

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BBB Accreditation

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

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

Additional Information

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BBB file opened: 10/01/2004Business started: 01/31/1991
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:

Department of Financial Services (FL)
(800) 342-2762

Polk County Occupational License
P.O. Box 1189
Bartow, FL33831-1189
http://www.polktaxes.com

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

Corporation

Incorporated: July 1993, FL

Contact Information
Principal: Mr. Brian Pearce (Chief Executive Officer)Mr. Lee Hodges (Financial Advisor)Ms. Tisa Knox (Principal)
Business Category

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 Names
Brian S. Pearce, Inc.
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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.

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