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BBB Business Review

BBB Accredited Business since 11/7/2006

IQ Wealth Management

Additional Locations

Phone: (602) 953-7700 Fax: (480) 323-2173 View Additional Phone Numbers 11811 N Tatum Blvd #3031, Phoenix, AZ 85028 http://www.IQWealthGroup.com View Additional Web Addresses

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Description

This company provides specialized retirement services in the areas of annuities, pension plans, executive bonus plans, life insurance, financial planning, and tax consulting.

BBB Accreditation

A BBB Accredited Business since 11/7/2006

BBB has determined that IQ 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 the rating for IQ Wealth Management include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Reviews Summary Read customer reviews

0 Customer Reviews on IQ Wealth Management
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

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Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Definitions | BBB Complaint Process | File a Complaint against IQ Wealth Management

Additional Information

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BBB file opened: October 13, 2006 Business started: 06/26/1995 in AZ Business incorporated: 02/08/2002 in AZ
Licensing

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Arizona Certified Legal Document Preparer
1501 W. Washington Avenue, Phoenix AZ 85007
http://www.supreme.state.az.us/cld/ldp.htm
Phone Number: (602) 452-3378
ldp@courts.az.gov

Arizona Supreme Court
1501 W. Washington Street, #104, Phoenix AZ 85007
http://www.azcourts.gov
Phone Number: (602) 452-3300

Type of Entity

Corporation

Business Management
Mr. Steven Jurich, President Mrs. Barbara Jurich, Vice President
Contact Information
Principal: Mr. Steven Jurich, President
Business Category

Estate Planning & Management Tax Return Preparation Taxes - Consultants & Representatives Legal Document Assistance Financial Planning Consultants Annuities

Products & Services

IQ Wealth Management sells the following brand(s): Allianz Life and Annuity, American Equity Life and Annuity, Aviva Life and Annuity, ING, Sun Life, Transamerica Life

IQ Wealth Management offers the following product(s): Annuities, Life insurance, Securities and investments, Stocks, bonds, managed money

Method(s) of Payment
IRA rollovers, personal checks and transfers from other insurance or annuities
Refund and Exchange Policy
All annuities and life insurance come with a free-look period. Check with us for details. Our firm engages in no "pressure selling" of any kind. Our goal is that each customer fully understands and is thrilled with their decision.
Alternate Business Names
MyAnnuityGuy.com American Fortress Wealth Management IQRetirementAdvisors.com IQWealthGroup.com
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Types of Complaints Handled by BBB

BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

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BBB Complaint Process

Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

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BBB reports on known significant government actions involving business' marketplace conduct.

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Additional Web Addresses

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