BBB Accredited Business since 08/18/2014
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A BBB Accredited Business since 08/18/2014
BBB has determined that Cebert Wealth Management, 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 13 factors. Get the details about the factors considered.
Factors that raised Cebert Wealth Management, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Cebert Wealth Management, Inc.
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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, FL 32399-6502
BBB records show a license number of A043989 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com.Type: FL Office of Financial Regulation
BBB records show a license number of L088440 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com.Type: FL Office of Financial Regulation
Type of Entity
Incorporated: April 2014, FL
Contact InformationPrincipal: Mr. Dale Cebert (President)Customer Contact: Mr. Alec Thomas (Operations Manager)
Investment Securities, Estate Planning & Management, Retirement Planning Service, Mutual Funds, Insurance - Life, Financial Planning Consultants, Bonds - Surety & Fidelity
Products & Services
This company offers financial planning, sales of securities, mutual funds, annuities and insurance. They specialize in Fee Based Asset Management and utilizes Custom Model Portfolios.
IRA's - Traditional, Educational, Roth, SEP, Simple
Non-Publicly Traded Real Estate
Long Term Care Insurance