BBB Business Review

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BBB Accredited Business since 08/18/2014

Cebert Wealth Management, Inc.

Phone: (352) 674-4200Fax: (352) 674-4201View Additional Phone Numbers11714 NE 62nd Ter STE 100, The VillagesFL 32162-8624 Send email to Cebert Wealth Management, Inc.

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BBB Accreditation

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

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 Cebert Wealth Management, Inc.

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

Additional Information

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BBB file opened: 10/01/2004Business started: 06/01/1992Business started locally: 04/02/2014
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
(877) 693-5236
http://www.myfloridacfo.com

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

Corporation

Incorporated: April 2014, FL

Contact Information
Principal: Mr. Dale Cebert (President)Customer Contact: Mr. Alec Thomas (Operations Manager)
Business Category

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.
Investments *
Common Stock
Bonds
Brokerage Accounts
IRA's - Traditional, Educational, Roth, SEP, Simple
Variable Annuities
Mutual Funds
Non-Publicly Traded Real Estate

Financial Planning
Retirement Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans

Insurance
Fixed Annuities
Life Insurance
Long Term Care Insurance

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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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.