BBB Accredited Business since
Phone: (614) 942-1300 Fax: (614) 942-1339 View Additional Phone Numbers 575 Charring Cross Dr Ste 100, Westerville, OH 43081 View Additional Email Addresses
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A BBB Accredited Business since
BBB has determined that Wealth Management Solutions LLC 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 the rating for Wealth Management Solutions LLC include:
- Length of time business has been operating
- No complaints filed with BBB
Industry Ratings Comparison
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
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:
Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300, Columbus OH 43215
Phone Number: (614) 644-2658
Type of Entity
Domestic Limited Liability Company
Business ManagementMr. Rick DeTillio, CEO Mr. Tim Whipkey, CFO Ms. Angela Berry, COO Ms. Susan Finefrock, Licensed Register Representative Mr. W. Brad Montgomery, Licensed Registered Representative
Financial Planning Consultants Insurance - Health Insurance - Life Insurance Consultants Financial Services Estate Planning & Management
Products & Services
Wealth Management Solutions LLC offers the following product(s): Financial Products
Hours of Operation
|M||:||8:00 AM - 5:00 PM|
|T||:||8:00 AM - 5:00 PM|
|W||:||8:00 AM - 5:00 PM|
|Th||:||8:00 AM - 5:00 PM|
|F||:||8:00 AM - 5:00 PM|