BBB Accredited Business since 10/17/2006
Heafner Financial Solutions
Phone: (704) 552-1230Fax: (704) 552-128110700 Sikes Pl Ste 200, Charlotte , NC 28277-8185
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Request a Quote
A BBB Accredited Business since 10/17/2006
BBB has determined that Heafner Financial Solutions 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 Heafner Financial Solutions' rating include:
- Length of time business has been operating.
- Complaint volume filed with BBB for business of this size.
- Response to 2 complaint(s) filed against business.
- Resolution of complaint(s) filed against business.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product / Service||2|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||2|
Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Heafner Financial Solutions
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
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:Securities & Exchange Commission, US
Consumer Affairs, 450 Fifth St. NW
BBB records show a license number of 4837072 for this company, issued by Securities & Exchange Commission, US. Their web address is http://www.sec.gov.
Type of Entity
Limited Liability Corporation
Contact InformationPrincipal: Mr. James Heafner (Managing Principal)
Number of Employees
Financial Planning Consultants, Investment Securities, Annuities, Insurance - Long Term Care, Insurance - Life, Insurance Companies
Industry TipsAutomobile Insurance
BBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Investor Alert! Beware of Companies Offering Quick Riches Selling Precious Metals and Other Commodities
Faith-Based Investment Scams on the Rise
Fraudulent Health Insurance a Growing Problem
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Travel Insurance - Is it Necessary?
When Investing Protect Your Money: Check out Brokers and Advisers
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client